Kevin brings over 13 years of experience as a licensed and trusted advisor to his clients. Kevin has a very robust understanding of the financial markets, and the vehicles to help achieve a vision while overcoming the obstacle in the way. His process driven belief is how he establishes long-term relationships to help his clients see their true vision. His areas of expertise include retirement planning, distribution planning, estate planning, and tax efficiency planning. He strongly believes that the distribution phase and the years leading up to it take a particular focus and expertise to accomplish the vision set out. He is very passionate about the families and businesses he serves and goals they rely on him to accomplish. Kevin has two boys Hudson and Harrison that are age 6 and 4, and enjoys spending his time with them.