Kevin has served as a Retirement Advisor since 2004. He is well versed in all aspects of developing Retirement plans for both individuals and companies using the many concepts, strategies, and risk management techniques that BSB believes are essential to plan design.
As a Financial Advisor focused on Retirement Planning, Kevin holds securities licenses, insurance licenses, and the RICP® (Retirement Income Certified Professional®) designation.
After merging his late mother’s firm with his own, Kevin builds the business on the same core principles of trust, honesty, and accountability. To stay abreast of a continually changing industry, Kevin reads extensively, attends industry conferences, and has built a small team of experts in complementary disciplines, including
- Trust Attorneys
- Certified Public Accountants
- Medicare Specialists
- Long Term Care Specialists
- Disability Specialist
Originally from the Midwest, Kevin splits his time between San Diego and Milwaukee. He has a loving girlfriend named Angela and a Shih Tzu named Mojo. Together, you’ll likely find them either picnicking on the beach or eating custard at Kopp’s.