Leveraging his experience as a coach, Kevin specializes in planning for professionals, executives and business owners. “The fundamentals of getting physically and financially healthy are the same. It’s all about forming the right habits.”
Kevin provides value to his clients by coordinating retirement, investment, and risk management strategies. For businesses, he helps with retirement plan design and succession planning.
Kevin resides in Mankato with his 2 children, Nicolas and Emily. Outside of the office, he enjoys spending time with family and attending sporting events.
- FINRA Series 7 & 66
- Life and Health Insurance License
- Registered Representative, Securian Financial Services
- Investment Advisor Representative, Securian Financial Services
- Bachelor of Arts; Central College
- PdD; Iowa State University