Since 2004, Kevin has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kevin has dedicated his career to delivering the personalized investment planning services that his clients deserve. Kevin began his career with Western Southern Financial Group in 2004, where he developed his passion of helping people plan for their future. He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2007 to be able to provide better-personalized financial advice for individuals and families.

In 2011, Kevin earned the CFP^® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Prior to joining Raymond James in 2023, Kevin was granted the opportunity to own and operate his own independent practice with Wells Fargo Advisors Financial Network in 2015.

Kevin wants to help his current and future clients make sound financial decisions, so they can spend their time doing what they love to do most. To do this, Kevin helps people with developing and overseeing strategies such as investment, retirement, education, estate, insurance and tax. He works with accountants, attorneys and industry professionals at Raymond James to implement these investment plans for his clients.

Born and raised in Chillicothe Ohio, Kevin is very passionate about the community. Since 2008, Kevin has chaired three Make a Difference Day projects. His goal with these projects has been to make a positive impact on economically challenged youth and their families. Kevin has personally donated to the Kiwanis Foundation, as well as Big Brothers Big Sisters with this goal in mind. He has also raised in excess of $125,000 and worked with over 250 volunteers on these Make a Difference Day projects. All three projects have been building and/or renovating parks and playgrounds.

Kevin is the Past President and Past Treasurer of the Chillicothe Kiwanis Club. He has served as the Vice Chair and treasurer of the South-Central Ohio Chapter of Big Brothers Big Sisters. Most recently, Kevin has partnered with other community leaders to help implement a countywide drug free program at every high school in Ross County. He also regularly contributes articles to the local newspaper, The Chillicothe Gazette. Kevin and his family are members of First Wesleyan Church, Chillicothe, Ohio.

Away from the office, Kevin spends his free time with his four children, Hunter, Kaylee, Lilliana and Cooper. He enjoys running as he completed his first full marathon in 2018. He also enjoys spending time with friends, family and boating at Indian Lake. He spends several weekends a year watching Kaylee perform at dance competitions throughout Ohio.