Kevin has been providing lifestyle-focused financial planning and portfolio management to families for over 30 years. He intentionally limits the number of clients he manages to highlight the individualized planning process for each client. His focus is helping families make good financial decisions that support their lifestyle needs, charitable giving, and legacy intentions. His emphasis on portfolio management focuses on managing downside risk as much as growing wealth for future income. Kevin counsels clients in managing cash flows, tax planning, review of wills and estate planning objectives, planning for retirement, and providing insurance needs analysis.
Kevin and his wife have lived in Atlanta for over 30 years. They have four children and are active in the Dunwoody community.
Education, Designations, Licensures:
- The State University of New York – Bachelor’s degree in Management
- CERTIFIED FINANCIAL PLANNER™ certification