With over 30 years of experience in guiding clients towards their investment and financial goals, Kevin is a seasoned expert in a wide range of investment strategies and services. He possesses the resources and expertise to craft and manage comprehensive, personalized financial plans tailored to each client's unique needs.
Kevin specializes in:
- Investment portfolio management
- Lending solutions
- Insurance and risk management
- Tax planning
Kevin holds an undergraduate degree in Economics from Texas A&M University and earned his certification as a Wealth Management Specialist in 2007.
Residing in Dallas, Kevin enjoys playing golf and spending quality time with his family and friends. He is also a proud dog owner, with his beloved dog Bailey always by his side. In addition, Kevin has a passion for endurance sports, having run marathons and completed an Ironman triathlon. Kevin's dedication to fitness and perseverance in challenging endeavors reflect his commitment to excellence in both his personal and professional life. Whether he's on the golf course, training for his next race, or crafting a financial plan, Kevin brings the same level of enthusiasm and dedication to everything he does.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.