Kevin has been working in Financial and Investment Services Industry since 2003. He is a Certified Financial Planner(™) . He carries his Series 7, Series 66 through LPL Financial, and his Health and Life Insurance Licenses. He received the Accredited Asset Management Specialist designation from The College Of Financial Planning and a Certificate in Financial Planning from the University of Georgia Terry School of Business. Kevin also received a Bachelor of Science in Accounting and Business Administration from the College of Charleston in 2002.
Kevin works with pre-retirees and retirees assisting them with ongoing Investment Portfolio Reviews in an effort to Accumulate Wealth, Provide Income in Retirement, Protection of Assets, and Estate Planning
Originally from Danville, Kevin currently resides in Lexington, Kentucky with his daughter Kaelyn and son Michael. Kevin enjoys playing golf and following University of Kentucky Basketball. Kevin is a member of “Premiere of the Bluegrass” Chapter of Business Networking International.