Assistant Vice President
"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. Kevin helps individuals achieve their short- and long-term financial goals. His approach is to work with you in a manner consistent with your goals, risk tolerance, and personal preferences.
Initially, Kevin analyzes your current financial situation and helps you define and prioritize your goals. Once the initial consultation is complete, he compiles the data you provide and presents a well-reasoned financial plan for your consideration. After your plan is finalized and implemented, Kevin periodically invites you to review the progress of the plan, recommending adjustments as necessary to keep you on course to attaining financial independence.
Kevin has worked in financial services since 2005. He joined Central Investment Advisors in 2011 after working in government division of Central Bank's Investment Department for six years. During his tenure there Kevin developed and maintained significant public and private entity financial relationships. He received his 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. He and wife Kristie have two sons; Cotton, born in 2013 and Crew born in 2014