Kevin is a native Houstonian who brings 24 years of experience as a Wealth Advisor into every client relationship.  He attended Texas State University and earned a degree in Finance in May of 2002.  Kevin, his wife, and son call The Woodlands, Spring, and the Houston area home.

Kevin is a CERTIFIED FINANCIAL PLANNER™ who experienced success and became a top producing advisor while working for the institutions he partnered with.  Before starting his own practice, he spent the prior 17 years as a Wealth Advisor providing advice and guidance to individuals and families through the wirehouse, bank, and local credit union channel.  Kevin knew he could provide clients and individuals with the proper independent solutions they need that would serve their best interests.  Thus, he decided to transition his practice to a fully independent, privately held Wealth Advisory firm providing comprehensive Wealth Management advice to legal professionals, working investors, and their families.  Kevin specializes in two areas, designing, implementing, and monitoring investment plans for retirement, and assisting clients with efficiently managing large cash balances by utilizing medium term solutions.