As a Wealth Manager, Kevin works directly with our clients to create and maintain customized financial plans which address all aspects of financial planning; including investments, retirement, tax, and estate planning. Kevin is also a Partner and Managing Director of Creative Planning.
Kevin is both a CERTIFIED FINANCIAL PLANNER™ professional and a licensed attorney, and has more than 27 years of wealth management experience. He has been recognized by Barron’s eleven times as one of the Top 100 Independent Advisors in the country and has been inducted into Barron’s Advisor Hall of Fame.* Kevin has also been featured in the Wall Street Journal and has appeared multiple times as a guest on CNBC’s “On The Money.”
Kevin graduated with High Distinction from the University of Iowa College of Business with a degree in finance and received a Juris Doctorate degree from the University of Iowa College of Law. He has since earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.
Kevin has been married to his high school sweetheart, Julie, for 28 years and has three children. In his spare time, he enjoys exercising, boating, and coaching youth basketball.
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*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.