Specializing with assisting our Financial Advisors in customized financial planning for both individuals and families, Kevin brings to the table intimate customer service while helping clients reach for their financial and personal goals.
Kevin has honorably served our country with a career in the U.S. Air Force, achieving the rank of Lt Colonel, he spent collectively 27 years in both active duty and the U.S Air Force Reserves. Kevin has extensive knowledge and experience in Financial Planning Services from J. P. Morgan Retirement Plan Services. Kevin formed his own real estate company, The Pathway Team with association to Re/Max Leaders. He successfully ran that company for 16 years. In 2019, Kevin headed back to his first love in business…financial planning and serving families and small businesses.
Kevin has his undergraduate degree in Human Resource Management from University of New Mexico and a Masters of Science in Human Resource Management from Troy State University. Kevin currently resides in Parker, Colorado, and spends his time away from the office playing volleyball, coaching lacrosse for Chaparral High School and playing golf with family and friends.