An Alpharetta native, Kevin has over 27 years of experience in the financial services industry. He started his career working with 401(k) recordkeepers, and that extensive background gives him a unique perspective when working with business owners, physicians, and other professionals. Kevin continues to advise business owners and professional organizations, as well as individuals, helping them maximize their savings and pursue tax-advantaged strategies for optimal retirement outcomes.
When Kevin isn’t working, he enjoys golfing and fishing. He is also active in the Buckhead Lions Club, where he is a past president.
Kevin lives in Atlanta with his wife, Jenni, and their two children, Maisie and Jake.