Kevin Lock, CFP®, EPC

Financial Planner

Kevin is your Certified Financial Planner (CFP ®) with over 20 years of experience in direct financial planning, investing, income tax preparation and estate planning services.

He works closely with the team to ensure you are receiving the highest quality service and advice from our office. He is here to work with you to create a financial plan and help guide you seamlessly into achieving your personal goals and retirement.

Insurance products available through Kevin Lock.


EPC - Elder Care Planning