As a Partner at Veracity Capital, Kevin plays a key role in overseeing strategic projects, personnel, and business development while maintaining a focus on continually enhancing client service standards. In his role as Wealth Advisor, Kevin provides customized investment solutions and comprehensive financial plans tailored to each client’s needs. He is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently.
As a fiduciary and Certified Financial Planner™, Kevin believes a foundation of transparency and trust are key to a successful partnership between clients and advisors.
Prior to Veracity Capital, Kevin was a Vice President at Goldman Sachs Ayco where he advised clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust and estate guidance, and general income tax issues.
Kevin is also a highly decorated veteran and former U.S. Navy pilot. His service included two forward-deployed tours to Afghanistan in support of Operation ENDURING FREEDOM and an F-18 flight instructor tour.
He earned a Bachelor of Science in Mechanical Engineering from the Georgia Institute of Technology and an MBA from Indiana University’s Kelley School of Business.
Professional Designations
- Series 66
- Life and Health Insurance licensed
- Certified Financial Planner ™
- Certified Investment Management Analyst®
