"His calm, steady approach brings peace of mind"

"Whether it’s navigating big-picture planning or making sense of complex financial products, he breaks things down clearly, helping you make informed decisions with confidence. He’s kind and patient, and his calm, steady, long-term approach brings peace of mind as you plan for the future. But perhaps most importantly, Kevin is the definition of a fiduciary, never straying from what’s in your best interest."

"Kevin has been such an incredible asset in my life"

"He helped me understand... and plan with confidence"

"What I appreciate most is that I never feel judged"

— Steve, November 2025

"Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon."

— Bethany, September 2025

"Kevin was responsive, considerate, and very knowledgeable. He helped me understand my options and plan with confidence, and I now feel much more in control of my financial future thanks to his guidance."

— Sean, July 2025

"He’s great at gut-checking my financial decisions and explaining things in a way that actually makes sense. As someone who's trying to become more financially literate, that clarity and patience mean a lot. He really listens and works with you to achieve your personal goals, not just some generic plan."

— Zainab, April 2025

"He is supportive, kind, and patient"

"I've had a wonderful experience working with him! ...He is very generous with his knowledge and has given me confidence that's empowered my work on reaching financial goals."

— Liz, December 2024