Team Member Details
About Me
Kevin joined Plancorp in 2022 after 10+ years in public accounting. After graduating from Indiana University, Kevin began his career as a CPA at Ernst & Young, LLP. He provided tax and financial services, working with clients, executives, and a variety of stakeholders. Desiring an opportunity to work more personally with physicians, business owners, and families, Kevin made the move to Plancorp. Kevin works with clients in providing Wealth Management and Business Succession Planning services. His experience with complex tax planning is a huge benefit to his clients and our entire team.
Kevin stays busy outside of work with his wife Kayla raising their boys - Grant, Gavin, and (dog) Jack. He spends his limited free time watching Cardinals baseball and Indiana Hoosiers basketball and enjoys spending time with family and friends, cooking, and traveling.
Education
Indiana University, B.S. Finance and Accounting, 2011
I'm Ready to Help You With
What's My Plan Missing?
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free Analysis
Recommended Resources
- The 8 Essential Elements of a Complete Financial Plan: A Guide to the Financial Planning Process for High-Net-Worth Individuals
- Should I Hire a Financial Advisor or Manage My Own Finances?
- Understanding Average or Annual Return vs. Real Return From Investments
- Understanding Self-Directed IRAs: Should You Invest Retirement Funds in Alternative Assets?
Feeling Unsure About Your Financial Plan?
I can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
Your Guide to a Better Advisor Experience
At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.
