Kevin seeks to add ease and convenience to the lives of his clients by organizing and coordinating their finances with an emphasis on retirement income strategies. He also specializes in market-linked investments and assists businesses with 401(k) and defined benefit plans. What sets Kevin apart is his ability to empathize with his clients, helping them navigate complex financial situations in a way that brings them financial confidence.
While reflecting on his 26-year career in the industry, Kevin has cited the challenge of solving complex puzzles as well as helping others as reasons for continuing to pursue financial services. Kevin’s experience and education have prepared him for his role as an advisor. In addition to providing traditional advice and guidance, he can help his clients pursue their investment objectives with strategies, funds and portfolios created to suit their needs.
Kevin serves a diverse group of clients spanning from C-suite executives to retirees and small business owners. He was named to the Forbes “Best-In-State Wealth Advisors” list in 2021.*
Having earned both a Bachelor of Arts and a master’s degree in economics from Bowling Green State University, Kevin has since added the designations of Certified Plan Fiduciary Advisor, Certified 401(k) Professional®, Chartered Retirement Plans Specialist® and Chartered Retirement Planning CounselorSM to his list of credentials.
These designations represent Kevin’s expertise in working with both individual and business clients. His wide variety of credentials are a reflection of an ongoing commitment to serving the needs of his clients throughout a nearly three decades-long career.
He is a member of the America Philatelic Society and the State Revenue Society as well as an assistant scout master to Troop 755.
Originally from Pleasant Ridge, Kevin now resides in Northville with his wife, Jill, and children Danielle, Brandon, Natalie and Connor.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
