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).
The PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice, including number of retirement plan assets under advisement, number of plans under advisement, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. Because this recognition is based solely on quantitative figures, there is no judging or subjective measurement. The period used for consideration for award recognition is typically the previous calendar year. The Top Retirement Plan Advisers are selected by choosing the approximate top third of advisers that submit entries annually. Minimum Criteria for consideration: Majority of business conducted is in retirement plans, and acceptable compliance record. In 2022 there were 340 applicants. 160 were ultimately selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the applicant’s future performance.