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
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Recommended Resources
- 10 Things To Do Now If You’re A Decade Away From Retirement
- 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
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