Kevin has been a Financial Advisor since 2002 and specializes in Retirement Plan Consulting and Private Wealth Management. Kevin is personally committed to your retirement plan’s success and is dedicated to partnering with you to design and carry out a customized program to manage fiduciary responsibilities, reduce costs, ease administrative challenges, and most importantly, help your employees prepare for and transition into retirement. Kevin's experience in the Retirement Plan space has garnered national recognition, including:
-2017 NAPA (National Association of Plan Advisors) “Young Gun” award as one of the top Retirement Plan Advisors under age 40 in the country.1
-2019 Financial Times 401 Top Retirement Advisors 2
1 Nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.
2 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.