Experience: 23 years
Prior to joining Insight Wealth Partners in 2018, Kevin spent the past 18 years as a Financial Advisor with Ameriprise Financial Services, Inc. During his tenure, he received several awards and recognitions for his outstanding client service. He was also selected to the Insurance Million Dollar Round Table.
Texas Monthly magazine named Kevin as a FIVE STAR Wealth Manager consecutively from 2014 to 2022. This award assists consumers in selecting a wealth manager who provides their clients with exceptional client service and advice.
Kevin enjoys building relationships with his clients to help them through life’s journey. He focuses on working with clients to determine what is truly important in their lives, then developing and implementing solutions to help them solve life’s complicated issues and decisions.
Kevin graduated from Xavier University, New Orleans in 1984 with a Bachelor of Science Degree in Accounting and dual minors in Business and Economics. Prior to joining Ameriprise, he spent 14 years in the manufacturing industry in various roles as a Cost Accounting Professional with organizations such as Proline Corporation, Continental Baking Company-Ralston Purina, G.D Searle Pharmaceuticals and Monsanto Chemical Company.
Kevin enjoys volunteering his time with his local church, where he established Crown Financial Ministries – a ministry that teaches biblical financial principles.
Kevin currently resides in Allen, TX. with his two sons. His oldest son, Devin, is a graduate of the University of Kansas and is currently employed as Senior Consultant - Private Equity, Mergers and Acquisition at West Monroe. Kendal, his youngest son, is a a Freshman at the University of Arkansas. In his spare time, Kevin enjoys being with family, traveling, sports, chess and cards games.