Kevin is a seasoned financial services professional who began his career in 2007. With over 15 years of experience, he specializes in retirement plans and individual retirement planning. As our Retirement Planning Specialist, Kevin focuses on plan administration, investment research, and participant education for our 401(k) plans.
As a Chartered Retirement Planning Counselor, he is passionate about improving plan health and providing education to help individuals pursue their retirement goals. Kevin holds a bachelor’s degree in Personal Financial Planning from Western Michigan University. He currently maintains FINRA securities registrations, including Series 7 and 66 held through LPL Financial, as well as Michigan Life, Health, and Variable Annuities Licenses.
Kevin resides in Grand Rapids with his wife, Laurel, and their two sons, Keene and Lincoln.