Kevin, who runs a thriving ﬁnancial services practice in Indianapolis, was recruited into the ﬁnancial services business over 20 years ago while he was still in college. Trying to make ends meet, he juggled a job at a bank to supplement the ﬂedgling business he was working on in the evenings. “I didn’t have much,” he recalls of those early days, “but I did have one thing, and that was a solid work ethic.”
The investment paid off. Over the past two decades, Kevin’s business has ﬂourished as a result of his hard work and the referrals of satisﬁed clients. While he offers a comprehensive suite of ﬁnancial planning services and investment and insurance products, Kevin is best known for his specialties: succession planning for closely-held businesses, and ﬁnancial planning for families of special needs children.
Kevin has made a ﬁrm commitment to staying current in his ﬁeld, and has obtained six professional designations to date. He feels the time spent on professional development is well justiﬁed. Kevin sees continuing education as a capital investment in his business, much like a factory owner purchasing a new piece of machinery. “In my line of work,” he says, “we provide value to our clients by investing in ourselves.”
Outside of work, Kevin is deeply invested in his local community and with the congregation at the Church at the Crossing, where he is involved with a teen youth group. Having worked with the group for over ten years, Kevin takes great pride in watching his mentees graduate from college, make the transition into early adulthood, and start their own families. “I get tremendous satisfaction from investing in young people, especially during such a critical time in their personal growth,” he says.
Kevin graduated from Indiana Wesleyan University with a degree in Business Administration. He and his family reside in Fishers, Indiana.