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Kevin has been in financial services for over 25 years, first with Wells Fargo Advisors before transitioning to a relationship with Raymond James in 2000, where the firm stayed for 22 years. Now operating as a fee-only Registered Investment Advisor (RIA), the firm custodies most client assets with Charles Schwab. Kevin and his partner (and nephew) Brian work with all clients on a joint basis, as we believe a team approach to financial planning provides the most complete client experience. 

Kevin lives on Little Sugarbush Lake near Richwood and has three children and one grandchild, Sophia.  His oldest McKenzie lives in West Fargo as a full-time mom.  Olivia recently completed her graduate degree in physical therapy, and youngest son Nolan is just beginning college at NDSU. Kevin spends his free time golfing, hunting, playing pickleball, and as many clients know, maple syruping in the woods near his home.

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