As Director of Financial Planning for Hilltop Wealth Management, Kevin guides the proprietary process that every client experiences. Kevin’s knowledge of various employer benefit plans, as well as his extensive financial planning experience, helps provide confidence for Hilltop clients.
Kevin aids clients in both discovering and working toward their life goals by creating their comprehensive financial plan. Each plan is customized to the client and designed to address individualized issues such as investment strategy, cash management, estate & tax planning, risk management, charitable giving, stock option planning, and employee benefit maximization.
Kevin earned bachelor's degrees in Finance and Spanish and graduated magna cum laude from Bradley University. From there, he spent eight years in the pharmaceutical industry before joining the team in January of 2005. He also became a CERTIFIED FINANCIAL PLANNER™ professional in 2008.
Born in Rockford, Illinois, Kevin has been a resident of Peoria since 1993. He currently lives in North Peoria with his wife Summer and their three daughters Lyza Gray, Lucy, and Alice. If Kevin is not advising clients, he can likely be found coaching one of his daughters in softball or basketball. He is also President of the Dunlap Girls Softball Association.
Kevin considers it a priority to give back to his community. He is Chair of the local investment council for the Boy Scouts of America, a member of the National Association of Insurance and Financial Advisors (NAIFA), and the former President of the Peoria Sigma Chi Alumni chapter. Kevin is also a member of Mt. Hawley Country Club as well as a foster parent through Children’s Home. He and his family attend Northminster Presbyterian Church in Peoria. In his free time, he enjoys golfing, cooking and gardening, as well as cheering on his Bradley Braves, Chicago Cubs and Chicago Bears.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.