Account Vice President
Kevin offers clients more than 15 years of financial services/retirement planning/investment management experience. Kevin has earned the professional designations of Chartered Retirement Planning Counselor, CRPC, and is a graduate of Averett University.
Kevin’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.
For more information please contact Kevin at 804-758-2841 or email him at firstname.lastname@example.org