Kevin joined Brand Asset Management Group in early 2015 as a financial paraplanner. In addition to creating financial modeling scenarios for client plans, Kevin’s responsibilities include engaging in the trading process, participating in client meetings, and preparing various reports.

He earned a BA in Business Administration, as well as an MBA, from Lindenwood University. He obtained his CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification in 2021. Kevin earned the AIF^® designation in 2018. Attainment of the AIF^® designation demonstrates an understanding of the Prudent Practices^® and methodology.

When he’s not taking a stroll through the Missouri Botanical Garden or listening to a new audiobook, Kevin can probably be found at your favorite local eatery. If you happen to see him or if you want to swap recommendations — one foodie to another — don’t hesitate to reach out.

^{Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® & CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}