For more than a decade, Kevin has skillfully employed his experience in wealth management, retirement planning, tax strategies, and legacy planning to guide clients through intricate financial challenges while also imparting valuable financial knowledge. He excels at cutting through the noise and finding equilibrium in the often-divisive world of finances. This proficiency has made him a sought-after commentator by renowned media outlets such as U.S. News & World Report, ABC, CBS, Fox, and others.
Kevin employs a diverse range of tools and strategies to assist clients in reaching their specific objectives, including the pursuit of a work-optional lifestyle while maintaining a vigilant focus on taxes.
Establishing the firm in 2009 following a successful technology career, Kevin's deep experience and insights continue to drive the success of his financial endeavors.
Kevin and his wife, Christine, have been together for 30 short wonderful years and have 2 children, Lindsay & Quinn. He enjoys spending time with his family and exploring the beautiful Pacific Northwest.