Kevin has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and has been helping clients succeed for over 20 years. He assists his clients by customizing each client’s financial planning to their specific needs, goals, and visions, and by providing the ongoing advice and assistance necessary to optimize the value from the financial planning process. Kevin focuses on working primarily with professionals, families, and retirees. Working with his clients’ existing advisors, such as CPAs and attorneys, he coordinates the clients’ financial plans to optimize their financial situations.