Kevin joined the Crux Wealth Advisors team in 2021 as a Compliance Analyst. He works on our compliance team to ensure policies and procedures are followed and communicated clearly throughout our organization, allowing operations to run seamlessly.
From effective relationship building and strong interpersonal skills, to providing clear direction and educating others, Kevin is an important member of our team who provides technical support and guidance on complex matters. In a position that requires excellent attention to detail, Kevin is meticulous in his style. He works with the team to develop clear communication to avoid confusion when new information is disseminated to our financial advisors and staff. Kevin's caring and thorough nature is evident in his work because he anticipates others' needs and aims to be a resource to all on our team.
Kevin had an unconventional start to his career with Raymond James, which began with an introduction in high school through a job shadowing program. Through that connection, he held a temporary college position that allowed him to learn about the industry, which eventually led to his career with the organization.
At the start of his career, he held positions focused on customer service and 1099 Tax Reporting. He was accepted to the Operations Manager Training Program, which is facilitated by Raymond James and Associates. During the program, Kevin assisted with several large transitions. Upon completing the program, he relocated to the Ann Arbor Raymond James branch in Michigan as the Operations Manager. After gaining significant experience, he returned to Florida, his home state, to perform Trade Review of the Northeast Region and later transitioned to the Southeast Region.
Kevin graduated from the University of South Florida (USF) with a Bachelor's in Accounting. He continued his studies and earned a Master's in Business Administration with Finance / International Business as the focus.
I was born in Canada and moved to Florida at a young age. While in college, I met my wife, Bojana, in 2005. She has since earned her Doctor of Psychology and is now a school psychologist. Although we have relocated for our careers and have enjoyed exploring different parts of the country, we have built a family together in Clearwater, FL. We welcomed our son in 2017, and life has never been the same, in the best way possible.
Our time at home is focused on our family and socializing with our friends. We are fortunate to live near both of our parents, and we enjoy the time spent as a family, especially as our son grows. I feel lucky to have a fulfilling career and a family who supports me in my endeavors.