Kevin applies his more than ten years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients at the highest level.
He is always eager to help the individuals and families our team serves. He makes it his goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Kevin also assists our financial advisors in planning and building investment portfolios, which he helps rebalance. He holds his Series 7, 9, 10, and 66 as well as life and health insurance licenses.
Prior to joining our team in January 2012, Kevin was a shift supervisor at Starbucks. He holds a bachelor’s degree in philosophy from California State University, Long Beach.
Kevin is originally from Hacienda Heights, California, and now lives in Hillsboro with his wife, Jessica, and their son, Bryce. When not in the office, Kevin enjoys exercising, building Lego sets and watching horror movies.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
