CPA, CFP®, AAMS®, CRPC®
Kevin has over 22 years’ experience in the financial services industry, providing comprehensive fee-only financial planning and investment management services to individuals since 1996. His commitment is to provide the highest-quality, objective, professional financial advice to our clients and their families to help them reach their unique financial goals. Among his professional accomplishments, Kevin is registered as a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNERTM professional. He also holds the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations. He graduated from the Ohio State University with a Bachelor of Science degree in Business Administration.
Kevin’s primary responsibility is to assist clients with financial planning affairs. This includes developing comprehensive strategies to meet individual client financial needs in the following areas: retirement planning strategies, education funding, insurance needs analysis, & tax and estate planning. Away from work, Kevin enjoys spending time on the lake or exploring the great Northern Michigan Area with his wife, Mary Jo and two sons.