Kevin began his career in the financial services industry with a Merrill Lynch Company 38 years ago. He is proud to have personally counseled thousands of individuals and families around the kitchen table. He also has served as a mentor and trainer to so many other counselors while he was the Sr. Vice President in charge of sales and marketing for a large life insurance company.
He believes to best serve his clients he must keep current and continue to improve himself through education, street experience and hard work. He has earned from the American College School of business the designations of Charter Financial Consultant and Certified Life underwriter.
These days if he is not teaching or in class himself you will find him traveling the Western United States coaching government employees on how to get the most from their benefits package.
In his free time Kevin enjoys golf and motor homing. He lives in Canyon Lake California with his wife Kathy of 44 years. They have two married sons and a flock of grandkids.