:: 401(k) and Qualified Plan Consulting
:: Financial Planning
:: Corporate Cash Management
:: Retirement Planning (Accumulation and Distribution Phases)
:: 401(k)/403(b) Rollovers
:: Wealth Transfer Strategies
:: Tax-advantaged Investing
Kevin has spent over 20 years assisting individuals with their retirement planning needs. He has assisted qualified plan sponsors with plan design, investment monitoring, and implementing effective retirement communication strategies for corporations' most prized possessions...their employees. He is passionate about providing help to plan sponsors and engaging employees in order they might fulfill their retirement goals. He carries this passion into his work with individuals as he assists them with retirement accumulation and retirement distribution strategies.
When he's not providing financial guidance, Kevin is volunteering within the local community and spending time with his wife, Rhonda, and their six kids, Ryan, Logan, Skyler, Parker, Braeden and Elianna. He volunteers for several local organizations including chairing the investment committee for the St. Joe Community Health Foundation. He also serves on the board of the Washington Township Baseball league where he has coached for 18 years. He is also a board member of the Catholic Community Foundation of the Fort Wayne/South Bend Diocese and Our Sunday Visitor Holings Company. He is a 2011 graduate of the Leadership Fort Wayne program.
:: Wabash College, B. A. Economics
:: Indiana University, MBA
:: AIF® Designation from the Center for Fiduciary Studies
:: C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University
:: Series 7, 63, 65 held at LPL Financial
Life, Accident & Health Insurance License