Senior Relationship Manager
Kevin works with retirement plan clients to develop their company’s sponsored plans and create tailored solutions to help visions become reality. He focuses on cultivating genuine relationships with new and existing clients.
A Knoxville native, Kevin graduated from The University of Tennessee with a bachelor’s degree. He is recognized as a Certified Retirement Plan Specialist (C(k)P®), Chartered Retirement Plan Specialist (CRPS®), Certified Plan Fiduciary Advisor (CPFA®), and a Nonqualified Plan Consultant (NQPCTM).
He is a member of the National Association of Plan Advisors and serves as Board Treasurer for No Athlete Left Behind.