Potential clients ask me how I approach helping them achieve their financial goals. I tell them my goal is to ask myself the following question: “What would I do if I were you, in your situation, but knowing what I know?” The answer to this question is what guides me to the advice I give to existing and potential clients. I am a financial advisor with a ‘teacher’s heart’ looking to help them understand not only what I am advising for them, but also the reasons behind that advice. This approach has allowed me to provide solutions specific to the needs of my clients.
Kevin has more than 12 years of experience in the financial services industry. He joined First Financial Investment Advisors in 2017.
Kevin holds the “Chartered Retirement Planning Counselor” (CRPC) designation from the College for Financial Planning, which ensures adherence to high ethical standards in the financial services industry. He also maintains the Series 7, 63, & 66 securities licenses along with the Series 24 & 53 Principal level securities licenses through FINRA.
Kevin has been married for 22 years and his 19 and 17-year-old sons both currently attend college. He has served on the finance board for his church, in various volunteer activities through his church, on the Architectural Control Committee for the Marine Creek housing development and volunteers with Habitat for Humanity annually.