Kevin has been a serial entrepreneur, primarily in the healthcare space providing medical device sales and patient care services. Along the way, Kevin helped employees and customers, as well as family members, find answers to various financial and retirement related questions. This naturally led to a career as a financial consultant and currently is a Certified Financial Fiduciary® based in Texas.

“My passion has always been finding ways to help people. Because of the complexities of our financial system, the best way I have found to channel this passion is listening to the needs and goals of each client, taking the time to educate while making every effort to provide best practice solutions as warranted. This is in line with my Certified Financial Fiduciary® designation by always placing my clients interests before my own.”

My focus with younger clients is on safe wealth accumulation plans while helping older clients near, or during retirement, with wealth protection and long-term care strategies.”

Kevin graduated with Honors from The University of Texas with two degrees and is an avid photographer. He enjoys traveling with his amazing wife, Suzanne, and spending time with his kids and grandkids.