Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies

Education

  • University of Washington, Business Administration/Marketing

Interests

Kevin and his wife Alexis have been together for 18 years. They reside in West Seattle, WA, with their dog, Mochi. Having grown up in Central Washington, Kevin absolutely loves living in the Pacific Northwest. You can typically find the couple taking advantage of the outdoors by going hiking, golfing, or boating in Puget Sound. They also love gardening, cooking, and enjoying the local cuisine. With seemingly an unlimited number of interests, they are always learning something new or traveling somewhere new to experience as much as they can.