“Effective wealth management is about more than just understanding a client’s goals – it’s about crafting strategies that navigate today’s complex economic and political landscape. By considering factors like tax law changes, market fluctuations and insurance needs, we help clients pursue their dreams with confidence.”
For more than a decade, Kevin has worked in financial services in both the public and private sector, including having served as a policy advisor in the U.S. House of Representatives. He brings a deep knowledge of tax, regulatory and financial services with investing and insurance expertise to each of his client’s financial plans, particularly in the fields of wealth management and retirement planning.
Kevin graduated with a bachelor’s degree in political science and Spanish from Sewanee: The University of the South in Sewanee, Tennessee, where he played four years of varsity soccer and served as team captain.
Kevin grew up in Tampa and graduated from Tampa Prep. He and his wife, Amanda, have two sons, Wallace and Taylor.