My Biography

Kevin has been working with clients for over 7 years to understand their values and come up with a customized strategy to meet life goals through comprehensive financial planning.  He believes in building a relationship based practice by knowing the person, not just your portfolio. This gives him a distinct advantage and personally vested interest in planning for you! Kevin's hope is that he can bring a balance in your financial security today, so that your focus shifts from worrying about finances to living your life and accomplishing your goals.  Kevin is a Certified Financial Planner^TM practitioner and holds a Chartered Financial Consultant (ChFC) designation.  He graduated from the University of Washington with a degree in Business Administration with an emphasis in Leadership.