From “millionaires next door” to busy professionals and business owners, Kevin’s mission is to guide clients towards financial independence. Pursuing and maintaining financial independence requires a planning system to bring your financial life together. Kevin utilizes cutting edge tools such as WealthVision(SM) to address this. With over 20 years of experience, Kevin takes pride in having the “heart of a teacher,” and will take the time to ensure our clients understand every facet of his recommended strategies. He is currently accepting clients; please contact our office today to schedule a no-obligation meeting.