Kevin is known for his independent and objective approach to wealth management. For over 13 years, Kevin has helped his clients with their personal financial planning, investment management, charitable planning, education planning, retirement planning, income tax planning, and multi-generational estate planning.
Kevin graduated from Michigan State University with a Bachelor of Arts in Finance. He is a Certified Financial Planner™ Professional, a Chartered Financial Analyst charterholder, and was named to HOUR Detroit and DBusiness Magazine’s list of FIVE STAR Wealth Managers™ in the Detroit area in 2012, 2013, 2014, 2015 and 2017.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.