Kevin has more than 17 years of financial planning and investment management experience and is a Chartered Financial Analyst, one of the most respected and recognized investment designations.
In addition, he is a Certified Investment Management Consultant and a Certified Financial Planner™ practitioner. By being certified by the CFP Board, Kevin has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
After meeting with clients to understand their individual needs, Kevin creates customized strategies designed to help them reach their financial goals. He stays up to date with clients’ changing circumstances to help ensure that their needs are continually being addressed.
For more than 17 years, Kevin has partnered with his clients to create a custom wealth management plan designed to help them reach their financial goals. He finds great satisfaction in helping people and enjoys the intellectual challenge of working in the financial services industry.
Before joining Raymond James in 1993, Kevin worked at Andersen Consulting. He earned a bachelor’s degree in business administration with areas of emphasis in finance and information systems from the University of Colorado at Boulder.
Active in the community, he serves on the stewardship committee of the Pikes Peak United Way and on the board of Amblicab, a local nonprofit. Kevin was born in California, but at age 5, moved to Colorado Springs where he lives today with his wife, Jennifer, and daughter, Lilah. Kevin spends his free time tinkering with electronics and enjoys movies and music.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.