Kevin brings over a decade of industry experience focused on thoughtful portfolio construction, disciplined investing, and long-term client success. He is passionate about helping clients simplify complex financial decisions and feel confident in the plan guiding their future. Kevin is especially focused on enhancing the client experience through thoughtful use of technology, communication, and disciplined portfolio management.
He graduated from the University of St. Thomas in 2013 and began his career as a financial advisor in 2016.
Inspired by watching his father serve clients throughout his life, Kevin knew early on that he wanted to build meaningful relationships and help families simplify complex financial decisions.
Kevin was recognized as a Forbes Top Next-Gen Wealth Advisor Best-in-State in 2025 and 2026, reflecting his commitment to excellence and client service. He also serves on the Dellwood Country Club Advisory Committee.
Kevin lives in Lake Elmo, Minnesota, with his wife, Kenzie, and their three boys, Grey, August, and Wynn.
Outside of work, Kevin is most fulfilled spending time with his family. He coaches his children's hockey teams, is an avid golfer, and enjoys traveling together to create lasting memories.