Qualifications

Kevin began his career in 1985 after graduating from Brigham Young University with a BS Degree in Family Financial Planning & Counseling.  He was recruited by John Hancock Life Insurance Co to set-up and oversee the new financial planning department of a Southern California Agency.  Shortly afterwards, he was hired by a National Marketing Organization to create financial plans for educators across the United States.  Through a reorganization he was offered a position in Riverside, CA to provide financial planning services to three local teacher associations.  After 3 years, Kevin established his own business as an independent financial advisor and has since been working with employees of K-12 public schools as well as providing tax preparation for individuals and families.

Kevin is a Registered Representative with GWN Securities, Inc.  He also holds an Insurance License for Life, Health, Disability and Variable Contracts.  He is  a Registered Tax Preparer with the California Tax Education Council.  He has taught multiple workshops over the years for teachers to better understand their retirement benefits with CalSTRS and their voluntary 403(b) plans with employers.

After business hours, Kevin loves spending time with his wife Kimbur of 36  years and his 5 children and 8 grandchildren,  He also enjoys gardening, golf, and waterskiing in his free time and devotes many hours each week to his church..

Kevin is looking forward to using his knowledge and experience to help you pursue your financial goals.