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Biography

Kevin is a Senior Associate in the Louisville office, where he works alongside several advisor teams onboarding new clients and engaging with clients on a personal level. Kevin is also responsible for managing and training all members of the Client Engagement Team.

Prior to joining Cerity Partners, Kevin was a Client Experience Manager with ARGI Financial Group. Before this role, he had multiple positions with ARGI over the years, including Service Processor, Client Service Administrator, and Client Engagement Specialist.

Education

  • B.S. in Marketing from Western Kentucky University

Highlights

  • Series 65 license holder

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