Client Advisory

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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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.