Leveraging his experience as a coach, Kevin specializes in planning for professionals, executives and business owners. “The fundamentals of getting physically and financially healthy are the same. It’s all about forming the right habits.”
Kevin provides value to his clients by coordinating retirement, investment, and risk management strategies. For businesses, he helps with retirement plan design and succession planning.
Kevin resides in Mankato with his 2 children, Nicolas and Emily. Outside of the office, he enjoys spending time with family and attending sporting events.
- Series 7 & 66
- Life and Health Insurance License
- Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
- Bachelor of Arts; Central College
- PdD; Iowa State University