Kevin is a hands-on advisor and a solid relationship manager who likes to be fully engaged and involved in his clients’ financial lives and day-to-day needs. He knows his clients well, is incredibly organized, and enjoys serving as a mentor to those around him.
Kevin has more than 30 years of experience in the financial services industry. He joined First Western Advisors in 2006. During his long career, he held positions at Zions Direct, First Security Van Kasper, First Security Investor Services, MetLife Securities and Metropolitan Life Insurance Company. He holds Series 6, 7, 63 and 66 securities licenses.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.