Kevin is a relationship manager in the wealth management practice at Plante Moran. He is known for helping clients build and develop financial plans to help them reach their financial goals.
With over 10 years of industry experience, he specializes in helping clients maximize their financial potential through developing savings behaviors, implementing debt reduction strategies, understand their cash flow, determining proper investment allocations, minimizing their taxes, and maximizing their balance sheet- all with the goal of reaching financial freedom.
Kevin played an intricate role in developing new financial planning tools to enhance client relationships, deliver more meaningful financial data, and to improve his availability to his clients in a virtual setting.
Kevin holds a BS in finance and accounting from Western Michigan University and has presented to Western Michigan University classrooms as Professor of the Day, an honor to alumni within the college of business.
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.