A recent addition to Edelman Wealth Management Group, Inc., Kevin has been working in the Financial Services Industry since 2005.
He began his career with MetLife helping individuals explore their options when it came to Insurance and Investment planning. Kevin’s key focus is helping clients optimize and protect their wealth, minimize taxes and helping them feel more confident about their future.
His passion lies in helping families of children with special needs. He strives to educate, inspire, impact and empower these families by helping to provide the financial independence they need so they can enjoy the quality of life they deserve.
Additionally, Kevin works with young entrepreneurs, individuals and families in the early stages of their careers and/or family lives as well as with clients starting to plan for their retirement. Kevin helps clients along their journey, whether they are at the beginning or nearing or at retirement.
What individuals can expect when working with him is a wealth of knowledge, resources and a genuine caring in the success of his clients.
Kevin is an avid runner, voracious reader and proud father to Landon.
Kevin holds a Series 7, 66, Life and Health Licenses. He also received his Chartered Special Needs Consultant designation through The American College.