Our Qualifications

You may find what we have learned along the way can benefit your retirement planning. We recognize your retirement needs may also last decades.The desire to plan your estate for your loved ones may also be a priority.

With over 30 years as a financial advisor has rewarded me with something you can’t buy, experience. As a fiduciary, we do better when you do better. We are required to look after your best interest. Often a overlooked driver of markets is what we call behavioral finance. This combines markets, economics, politics and psychology.

Life for a child or adult with a disability can be a challenging puzzle, but not without opportunities. We understand the opportunities and challenges it can present. It’s about understanding how all the pieces best fit to create a comprehensive financial and estate plan designed to meet the unique needs of the entire family, including the standard traditional financial goals of every family.

As featured in the recent Wall Street Journal article, “Advisors Help Negotiate An Accident Settlement”, Kevin has assisted law firms with the integration of benefits and financial planning to improve client outcomes pre- and post-settlement..

In 2003 he joined a Fortune 500 company who focused on working toward financial security for families with special needs. Kevin joined the program out of his involvement with families with individuals with special needs, including a member of his own family.

Kevin has presented at numerous national conferences including, but not limited to, the International Symposium of Life Care Planners, The ARC National Conference, the Special Needs Alliance, held at Stetson Law School Special Needs Trust National Conference, and The Family CAFÉ, the largest conference in the world. Kevin has the opportunity to affect positive change by reducing stress levels, through a process that helps families develop a vision for the future that integrates the needs and dreams of the entire family.