CFP®, ABFP, LUTCF®
Financial Advisor / Member Owner
What I enjoy most is helping people. Working at Savant allows me to do that by leveraging my financial expertise and providing guidance in a way that’s not only helpful but impactful for many individuals, families and businesses.
Kevin is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Behavioral Finance ProfessionalSM (ABFPSM), Kevin is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, Kevin is a Life Underwriter Training Council FellowSM (LUTCF®).
Kevin has been involved in the financial services industry since 2007. Prior to joining Savant, he worked in banking with focuses on compliance, investments, and financial planning, helping clients to pursue their financial goals. Upon joining Savant, he was a financial planner, where he prepared and delivered financial planning strategies to high-net-worth clients in coordination with their team of professionals.
Kevin earned a bachelor’s degree in accounting with a minor in finance from Columbia College of Missouri.
Kevin plays the guitar and enjoys hiking, bike riding, and spending time with his daughter Zoey.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.