Client Advisory

Biography

Kevin is a Senior Associate in the Louisville office. He is responsible for assisting advisors in their everyday practices, including offering investment advice and providing technology expertise to best help advisors in their communications with their clients.

Prior to joining Cerity Partners, Kevin served as an Investment Service Associate at ARGI Financial Group. Before ARGI, he mainly worked in the hospitality industry, where he developed a diverse range of skills applicable to the finance industry, including multitasking, communicating with a variety of individuals, being accurate, and working in a fast-paced environment.

In his spare time, Kevin likes to cook, play a multitude of different sports, and listen to a variety of musical artists.

Education

  • B.A. in Psychology from Ohio State University

Highlights

  • Series 65 license holder

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.