Kevin has more than 18 years of financial planning and investment management experience and is a Chartered Financial Analyst, one of the most respected and recognized investment designations.
In addition, he is a Certified Financial Planner™ practitioner. By being certified by the CFP Board, Kevin has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements. He is also an Accredited Investment Fiduciary AIF®.
After meeting with clients to understand their individual needs, Kevin creates customized strategies designed to help them reach their financial goals. He stays up to date with clients’ changing circumstances to help ensure that their needs are continually being addressed.
For more than 18 years, Kevin has partnered with his clients to create a custom wealth management plan designed to help them reach their financial goals. He finds great satisfaction in helping people and enjoys the intellectual challenge of working in the financial services industry. Before joining Raymond James, Kevin worked at Andersen Consulting. He earned a bachelor’s degree in business administration with areas of emphasis in finance and information systems from the University of Colorado at Boulder.
Active in the community, he serves on the board of Independence Center, a local nonprofit. Kevin was born in California, but at age 5, moved to Colorado Springs where he lives today with his daughter, Lilah. Kevin spends his free time tinkering with electronics and enjoys movies and music.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.