Kevin joined the HFG team in April of 2019 as a Paraplanner. Kevin assists our advisory team with servicing our clients. Kevin was raised on the shores of Lake Huron in Lakeport, MI. He graduated magna cum laude from Western Michigan University with a degree in Personal Financial Planning.
Kevin has held previous professional roles in the insurance industry, residential mortgages, and banking, all of which concede perfectly with HFG’s holistic wealth management approach.
Kevin is a CERTIFIED FINANCIAL PLANNER TM professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Kevin also has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
Kevin and his wife, Brittney, reside in Marysville, MI. They have two daughters, Raelynn and Charlotte.