Kevin is a Certified Financial PlannerTM with over a decade of financial industry experience. Kevin provides the best possible value for clients by delivering unbiased financial solutions designed to meet a customer’s predetermined financial needs. His ability to listen to what his clients have to say while educating them along the way on the intricacies of sometimes complex issues are key strengths, pairing nicely with his comprehensive planning approach.
Kevin is a graduate of Homestead High School and earned degrees in Finance and Accounting from The University of Kansas. Along with the CFP® designation, Kevin has passed the following FINRA exams: General Securities Representative (Series 7), Uniform Investment Adviser Law Examination (Series 65) and Uniform Investment Advisor Law (Series-65).
Currently, Kevin and his wife Heather live in Wauwatosa where most free moments are spent entertaining their three young boys.
18650 West Corporate Drive Suite 300 Brookfield, WI 53045 Tel: 262-786-6363 Fax: 262-792-8930
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