Kevin works with a broad range of individuals and families, helping clients navigate comprehensive financial planning, retirement income strategies, and tax-efficient planning.

He takes a client-centered and comprehensive approach to planning, with work that is designed to simplify complexity and create actionable financial strategies.

Kevin earned a B.S. in Business Administration from the University of Kansas. His background in building independent advisory firms supports a thoughtful and client-focused approach to financial planning.

Outside of work, Kevin enjoys spending time with his wife and three boys, volunteering in youth activities, and capturing family moments through photography.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.