Similar to Brian and Dennis, Kevin’s passion and interest in math, finance, and psychology led him to working as a financial planner with the desire to serve clients and help them make the most of their financial lives.
Prior to joining Align Wealth Management, Kevin worked at Avantis Investors® in Kansas City, MO. At Avantis Investors®, he helped develop evidence-based investment strategies for financial planners across the United States. Prior to that, Kevin spent time at American Century Investments® in a variety of roles working with retirement plan advisors, business owners, and everyday investors.
Kevin holds the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Chartered Retirement Plans Specialist® designations. He graduated from Oklahoma State University in 2016 with bachelor’s degrees in Finance and Business Management.
Kevin lives in Oklahoma City with his wife, Kendall, and their two dogs, Maple and Walnut. In his free time, he enjoys golfing, reading, traveling, watching baseball, and exploring Oklahoma City.