Kevin is a Certified Financial Planner (CFP™) with nearly 20 years experience. Providing Oak Four clients with a methodical structure to consider all aspects of their financial planning needs, Kevin prides himself on articulating complex issues in a manner that makes sense.

Motivated by his desire to help people achieve the freedom to make different life choices, Kevin has a passion for financial coaching and providing clients with an extremely valuable perspective to give solutions for achieving their key goals.

Kevin is married with three children and enjoys reading and new technology. Kevin’s forward-thinking nature is also reflected in Oak Four’s desire to reduce its environmental impact.