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.
Indiana University, B.S. Finance and Accounting, 2011
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 AnalysisI can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
Find out how Plancorp's financial firm is different than the other firms you're used to.
Let Plancorp help so you can focus on making the most of your wealth
St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com
© 2024 Plancrop, LLC. All Rights Reserved.