Kevin has been a Financial Advisor since 2002 and has specialized in Retirement Plan Consulting since 2005. With a strong commitment to high-quality, responsive service, Kevin partners with plan sponsors to help them design and implement customized strategies that manage fiduciary responsibilities, optimize plan performance, reduce costs, and, most importantly, help employees prepare for a successful retirement.
As a recognized leader in the retirement plan industry, Kevin holds the Professional Plan Consultant (PPC) and Certified Plan Fiduciary Advisor (CPFA) designations. He is also a member of LPL Retirement Partners* and an active member of the National Association of Plan Advisors (NAPA). His expertise and dedication have earned him numerous industry accolades, including:
- 2019 Financial Times 401 Top Retirement Advisors 1
Kevin earned his degree in Business Economics from Colorado Mesa University and continues to be deeply engaged in the evolving retirement plan landscape, striving to ensure his clients receive the most effective strategies and solutions.
1 Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.