510 Jefferson Street
Jefferson City, MO 65101
p: (573) 634-1371
Kevin can also be reached at:
Central Bank Fulton
410 Market St.
Fulton, MO 65251
p: (573) 642-1954
"I listen to your hopes and dreams, then design a financial strategy to help achieve the most important things in your life."
Busy lifestyles and competing priorities can make successful investing more challenging than ever. I help individuals pursue their short- and long-term financial goals. My approach is to work with you in a manner consistent with your goals, risk tolerance, and personal preferences.
Initially, I analyze your current financial situation and helps you define and prioritize your goals. Once the initial consultation is complete, I compile the data you provide and present a well-reasoned financial plan for your consideration. After your plan is finalized and implemented, I will periodically invite you to review the progress of the plan, recommending adjustments as necessary to keep you on course toward attaining financial independence.
I have worked in financial services since 2005. I joined Central Investment Advisors in 2011 after working in government division of Central Bank's Investment Department for six years. During my tenure there I developed and maintained significant public and private entity financial relationships. I received my Bachelor's Degree from Missouri Western State University in St. Joseph, Missouri in 2003 and is a 2011 graduate of the University of Wisconsin-Madison Graduate School of Banking. My wife Kristie and I have two sons; Cotton, born in 2013 and Crew born in 2014.