Our Team

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 t...

Sarah is Kevin’s niece and has been working with him since early 2012. She has over 14 years experience in the financial services industry, which includes a banking background. She is a licensed Mutua...

Kevin’s wife, Sheila, has always been involved in the background with various administrative tasks. Now, in addition to those duties and having retired from a 35 year career as a Dental Hygienist, her...

Travis is our in-house paperwork preparer and sometimes a contact on the phone. He makes the flow of our clients meetings much smoother. Ensures the accuracy of all client information for regulatory p...