Kevin is an innovative thinker, business owner, and trusted financial advisor who has dedicated his career to helping families plan and live with confidence. After earning his bachelor’s degree from Texas A&M University in 2003, he began his career serving educators, government employees, and non-profits with a national financial firm. In 2015, he achieved the CERTIFIED FINANCIAL PLANNER® designation, a reflection of his commitment to excellence and integrity in guiding clients toward their goals.

  Beyond his professional work, Kevin treasures time with his wife, Rebekah, and their five children. Together, they strive to live a truly wealthy life—one rich in family, friendship, community, education, and character. Kevin enjoys playing country music with his band, fly fishing in Montana, hosting dinner parties, coaching his sons’ sports teams, and tending the family’s hobby farm with his daughter.

  Jim has been a Virtual Administration Specialist with Commonwealth Financial Network since 2020 and joins the team at Guardian Wealth where he provides support services and account administration with attention to detail, efficiency, and the care required to ensure that nothing falls through the cracks for the clients he engages.  Jim earned his bachelor’s degree in finance from Northeastern University and is dedicated to supporting the team that delivers and executes the plans and strategies developed to pursue your financial goals.  Jim lives in a seaside town just south of Boston with his wife Donna and two rescue dogs – Finn and Chance.  In his down time, Jim enjoys kayaking, mountain-biking and reading.