Kevin began his career in the Financial Services and Insurance industries 39 years ago working in the closely held corporate marketplace. His primary focus is Financial Planning and Investment Management. Kevin places strong emphasis on the coaching aspect of Financial Planning, guiding his clients to align their behaviors with their intentions.
He currently holds FINRA Series 6, 22 and 63 securities licenses, as well as, a Certification in Long-Term Care.
During his career, Kevin has been recognized on several Who’s Who lists, included in the Million Dollar Round Table*, and received the Spirit of Detroit Award. He has served on the boards of many local non-profits, including Jack’s Place for Autism, Notre Dame Prep High School, Promise Village, and the Corporate Ambassador Program at the Detroit Zoo.