The founder of Pinnacle Strategic Wealth, Inc., is passionate about helping individuals and families achieve their ideal retirements.
President/Investment Adviser Representative
As the leader of Pinnacle Strategic Wealth, Inc., Kevin works tirelessly to ensure his firm's focus is on providing effective, easy-to-understand strategies, not sales.
Kevin decided to open his own firm dedicated to providing two things he's passionate about: top-notch customer service and effective problem-solving. When sitting with clients, Kevin's combination of technical acumen and personability helps to alleviate client anxiety and provide goal-oriented financial plans.
Kevin has passed the Series 65 securities exam and holds an insurance license in Texas, and is also able to offer a variety of investment and insurance products and services. He earned a bachelor’s degree in business administration from Lakeland University.
In his free time, Kevin likes to spend time with his wife, a U.S. Army officer, and his two adult stepchildren, watch sports, enjoy the outdoors, and dive into a good book.
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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.