As a Financial Advisor with Watermark Wealth Strategies, Kevin works with individuals, families and business owners and specializes in wealth accumulation, asset protection and retirement planning.
“I really enjoy taking something complex and making it simple,” says Kevin. “For example, planning for retirement income. I love walking clients through different distribution strategies and helping them understand their options.”
Before joining Watermark, Kevin served as a financial analyst with a commercial lending firm, where he worked with business owners on financial goals and forecasts. On one assignment, he was selected to work on-site in Australia as part of a special team tasked with implementing a new finance system for a large, local affiliate.
“I grew up working for my family’s excavating business,” says Kevin, “so I experienced the challenges and rewards of small business first hand. Working in the family business, and then getting to know so many business owners in my earlier positions, has helped me understand the needs and concerns of my business clients.”
When he’s not working, Kevin enjoys traveling, hiking, skiing and golfing. He also enjoys restoring antique tractors and classic cars.
“Growing up, I always spent time working with my dad in the shop,” says Kevin. “We restored old farm tractors and classic Mustangs. Then I got into it myself.”
Kevin graduated from the University of Illinois, Urbana-Champaign, with a B.S. in Finance. He is a Certified Financial Planner™ professional, holds FINRA Series 7 (General Securities) and 66 (Uniformed Combined State Law) licenses and is also a licensed agent for life and health insurance.