Kevin has been working with Fortune 500 employees for 28 years and is very familiar with your benefits. He has been a financial planner and investment advisor for 28 years. He has a BS Ag Economics degree, Masters of Arts in Theology, certified financial planner, and is a chartered Financial Consultant.
Fun Fact: Kevin rides motorcycles all over the country.
My many years of experience have prepared me for this role. I've learned a lot from my personal investment advisors, as well as my extensive training for this position. I've researched extensively about risk management and how important it can be to keep emotion out of the investing process.
The first thing I do in the morning is check the markets and research potential strategies. After that, I review my calendar and begin speaking with clients. Typically I talk with clients from 9AM to 12PM and discuss how they want to proceed with the investing process. After lunch most of my day is spent checking and adjusting portfolios.
Very important. That is why I conduct zoom meetings so we can go over the math, discuss strategies, and talk about your concerns. I feel the most important part of my job is to educate my clients to the point where they feel comfort in the strategy they choose to pursue. I put all of our discussion points in writing and email before an in person meeting
Helping my clients sleep well at night knowing they feel secure about their retirement and their money.
Direct: (817) 456-6686
Office: (800) 900-5867