BBA in Finance, Sam Houston State University
Kevin has over 25 years of experience in financial planning and investment management. He is a Chartered Financial Analyst® (CFA) charter holder and a member of Houston Society of Financial Analysts. Kevin has extensive experience in portfolio management and was a member of the due-diligence investment committees at JPMorgan and a regional boutique wealth management firm.
Kevin has authored numerous reports on investments and created a unique financial conditions index as a valuable tool in the asset allocation process. He also appears as a monthly guest on The Lowdown podcast.
Kevin also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification. He is actively engaged in the financial planning process. He is responsible for creating and implementing customized investment solutions that are consistent with the unique aspects of each client’s financial plan. He collaborates closely with other team members to help provide a coordinated process that delivers a comprehensive array of value-added financial solutions for clients. Kevin works out of our Woodlands and City Centre locations to best serve his clients.
Kevin earned a BBA degree in Finance at Sam Houston State University, with an emphasis on investment management. Kevin enjoys skiing, fishing, and time with family and friends.
Education & Designations
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