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.