Kevin is a Certified Plan Fiduciary Advisor®, CPFA™ designee and has worked in the financial industry since 2013. He is responsible for investment oversight, client acclimation and communications, in addition to working alongside John in planning research, review and oversight. Kevin brings to the team, and to clients, a wealth of business and technical knowledge.

Away from the office, Kevin enjoys golfing, hunting and spending time with his wife, Julie, and three children.

Forbes Top Next-Gen Wealth Advisors Best-in-State 2023, developed by Shook Research, is based on the period from 3/31/22 to 3/31/23 and was released 8/8/2023. 3,738 nominations were received and 1,464 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/47BAF6L. Please see: https://bit.ly/3OzhwJY.