Kevin has been advising clients since 2002, and his focus has always been to provide prudent and objective guidance to his clients. He enjoys working with individuals across all stages of the financial planning spectrum, whether they be a recent retiree or a younger person just beginning to plan for their financial future. Kevin helps his clients to identify, plan for, and ultimately work toward their financial goals. Kevin and his wife, Kelly, live in Charlotte with their three daughters. They are members of Hope Community Church and enjoy volunteering in Charlotte and the surrounding communities.

Contact Kevin at (704) 409-2584