Kevin joined Krilogy in 2014 because he believed in the firm’s ability to provide all of the resources necessary to empower clients to feel prepared and ready for the important financial decisions they’ll make in life. He considers his relationship with each client to be a close, trusted partnership that enables him to provide solutions that best suit their individual needs.
Kevin’s background, leadership experience and passion for providing high-level service to clients make him a perfect fit for the Krilogy team. He is a person who takes great initiative and ownership and enjoys the accountability of helping clients navigate their financial journey.
Kevin is a fierce advocate for Krilogy’s culture and values of Dedication, Abundance, Leadership and Respect. In 2019, Kevin was named Director of Advisor Development. In this role, he helps newer advisors learn the business, build close client relationships and grow their practices. As a result of his high-level performance, both in terms of his own practice and his commitment to serving his clients and team, he was named a Partner of Krilogy in 2022.
A team player at heart, Kevin successfully transferred the relationship-building and teamwork skills he honed as a professional baseball player to his career as a wealth manager.
In 2005, Kevin received his Bachelor’s Degree in Sports Management and finished a 4-year baseball career during which he was named Pre-Season All-American Honorable Mention. He was drafted in 2005 by the Seattle Mariners, where he went on to play for three seasons, reaching the Triple A level. During his time with the Mariners, Kevin completed his MBA at Lindenwood University. Since that time, he has added the Certified Income Specialist (CIS™), through the Institute of Business and Finance, and Certified Financial Planner (CFP®) designations.
Kevin resides in Wildwood, Missouri, with his wife, Jessica, and daughters, Presley, Halley and Blakely. During his free time, Kevin enjoys spending as much time as possible with his family and living a healthy way of life.