Kevin Dorwin

When I looked on my bookshelf and realized that most of my books were about personal finance, investments, and other financial topics. It’s what I gravitated to even before it was a profession.

That I care and have a deep sense of responsibility to them and their families. My skill is in making a complex and overly stimulated world more simple to understand, leading to more confident decisions

Clients who want and value advice and are open minded about potential solutions or approaches. It could be as simple as someone who wants peace of mind knowing their life savings are managed well to a complex family with many moving parts who wants someone to make sense of it all.

To steal a phrase from earlier in my career, I think Cerity Partners “plays to win” meaning that we are not satisfied with the status quo and want to keep pushing the envelope. Many firms, even well established powerhouses, rest on their laurels.

Maintaining healthy mind, body and spirit to be level-headed and calm when providing advice. And of course, staying informed on a broad range of subjects.

It may sound boring but a very productive and engaging client review meeting where we cover a lot of ground is a simple but satisfying day. My best days also can include solving a thorny problem for a client that perhaps they didn’t know was a service we offered – going above and beyond the typical scope of the relationship.

Kindness, love, understanding, compassion and open-mindedness