Designations and Licenses

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Kevin provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Kevin was an investment counselor with Fisher Investments, where he managed a book of over 200 households, provided advice for clients and helped them reach their investment goals. Before that, he was a financial advisor with JP Morgan.

Kevin holds a bachelor’s degree in finance from the University of North Texas.

Personal Interests

Away from the office, Kevin enjoys serving at his church, Brazilian jiujitsu with his family, hiking, camping and waterfowl hunting.