Kevin has been a wealth advisor since 2002, starting his career with a Fortune 100 insurance company. His broad knowledge of investments and insurance provides holistic planning and support to DWC Wealth Advisor clients. He is also a retirement plan consultant serving small to medium size businesses. Accomplished at helping clients preserve, grow, and pass wealth from generation to generation, Kevin is deliberate in aligning the client’s goals with personalized strategies.
Kevin has bachelor’s degrees in business, exercise science, and corporate fitness from Colorado Mesa University, Grand Junction. He holds credentials as a Life Underwriter Training Council Fellow (LUTCF), Professional Plan Consultant (PPC), and Certified Plan Fiduciary Advisor (CPFA).