Knowledge Powered by experience

Kevin crafts a personalized and unique financial plan for clients living in retirement to help them develop a sustainable balance between appropriate spending and investment strategy.

Kevin began his career in 1991 after graduating from Auburn University with a B.S. degree in Finance.  Early on in his professional career he saw the need to seek the CERTIFIED FINANCIAL PLANNER (CFP®) designation, which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth.  Kevin uses these strategies to provide highly personalized long-term financial plans to affluent families and individuals as well as business owners.

Kevin has a straightforward, practical approach to working with clients so that much of the confusion around finances and the complexities of the market are erased.  He specializes in creating portfolios that match cash flow and risk to future expenses in a way that provides a source of stability during market distress. 

In addition to his focus on retirement income and investment planning, Kevin has worked with numerous business and institutional clients.  Kevin has been designated within UBS Financial Services to serve as a Senior Retirement Plan Consultant, thus enabling him to provide Consulting Services to retirement plan providers.

Kevin and his wife, Stacie, reside in Montgomery, Alabama and have three children.  Kevin has served on the Boards of First United Methodist Church of Montgomery, Habitat for Humanity, YMCA Camp Chandler, the Montgomery Estate Planning Council, and currently the Stegall Seminary Scholarship Fund.  Kevin enjoys many outdoor activities such as snow skiing, bow hunting, turkey hunting, fishing and CrossFit. 

Accomplishments

  • 2019 Forbes/SHOOK list of Best-In-State Wealth Advisors in Alabama

Registered States:

AL, AR, AZ, CA, DC, FL, GA, IN, KY, LA, MA, MD, MN, MO, NC, NM, NY, OH, PA, SC, TN, TX, VA