As Partner, CEO, and Wealth Advisor at Veracity Capital, Kevin leads the execution of the company’s mission, vision, and financial success. He is responsible for achieving organizational goals while effectively balancing resources and capital to support employees, clients, and strategic initiatives.
Business owners turn to Kevin for his guidance on maximizing the value of their companies and the management of household wealth. These clients benefit from a C-level peer who understands the importance of having confidence in supporting a stable lifestyle during the demanding growth periods in business, transition to successors, and ultimately the legacy of their work and family.
Some highlights of Kevin’s career include, building teams focused on providing multi-faceted solutions and services for clients at Goldman Sachs Ayco and RBC Wealth Management. Kevin created Gray Financial Services, a futures and commodity technical trading service company; and he provided financial planning focus at Ameriprise (formerly American Express Financial Advisors).
Kevin’s broad investment experience also provides his company and colleagues with an array of perspectives needed for the ever-changing investment market. Through decades of building multiple successful books of business, Kevin has identified the proper network of services to package for recruiting and helping advisor teams grow.
After earning a Bachelor of Science in Agricultural Economics from Texas A&M University, Kevin went on to graduate from Southern Methodist University with an MBA focused in Finance. He is Committee Chair for Scout Troop 380, SMU Cox Business club member, and member of the Dallas and Collin County Texas A&M Clubs. Kevin is also a member of the high-level mastermind group GoBundance for successful entrepreneurs.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- Series 65
- Life & Health Insurance licensed
