For the last 31 years, Kevin has been watching his client’s financial stress levels disappear. It’s all because of his tireless ability to help them transition their careers into retirement with enough financial resources to last them a lifetime. He takes a slow, calculated approach to every portfolio by really getting to know each of his client’s personal lifestyle and goals. Without bias to one type of investment or another, Kevin creates strategic solutions and outlines a strong financial plan tailored to each client.
Born and raised in Portland, Oregon, Kevin grew up working in the family business and branched out to the financial industry to help others find financial success. He’s been married to his wife, Melinda, for 30 years and they have two fantastic children. Kevin also spends his spare time giving back to his community by volunteering for various organizations and nonprofits.