Kevin has served in the financial services arena since 1992. He has developed his practice by advising clients with business and personal succession and transfer strategies. He focuses his practice on family owned business, planning for families with special needs members and succession planning.
He is a graduate of Indiana Wesleyan University with a bachelor’s degree in Business Administration. Kevin continued his professional development by earning the industry designations of Certified Financial Planner (CFP), Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), Chartered Financial Counselor (ChFC), Chartered Special Needs Consultant (ChSNC) and Master of Science in Financial Services (MSFS).
Kevin has earned numerous achievement awards, including WestPoint Financial Group Agent of the Year in 2011, Top of Council in 2011 and 2013 and was named to Massachusetts Mutual Life Insurance Company’s (MassMutual) Blue Chip Council in 2008, 2009, 2010, 2011, 2012 and 2013.
He is also an active member of the Fishers Chamber of Commerce and the Hamilton Southeastern Schools Foundation. He and his wife Shelly have 2 daughters and are actively involved at Church at the Crossing. Kevin is also an avid golfer.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies