Kevin joined UBS Financial Services, Inc in 1987 through its predecessor companies, Kidder Peabody and PaineWebber. A graduate of Butler University with a degree in mathematics, Kevin also holds an M.B.A. in finance from the University of Detroit. He is a Certified Financial PlannerTM(CFP®), a Certified Private Wealth Advisor (CPWA®), a Certified Exit Planning Advisor (CEPA), and is a member of the Investment & Wealth Institute, formally IMCA.
With over 30 years of experience working with affluent families, business owners, and corporate executives, Kevin is committed to establishing long-term multigenerational relationships with clients, understanding what's important to them, aligning their values, dreams, and goals; and delivering the professional expertise of our team backed by the global resources of UBS.
A resident of Rochester Hills, Michigan, Kevin is an inductee into Butler University's Athletic Hall of Fame and recipient of Butler's Katherine Merrill Graydon Alumni Service Award. Currently the President of the Greater Detroit Butler Alumni chapter, Kevin is active connecting Butler alumni and current students. Within the community he has worn many hats as past president of Marian High School Athletics, and as an Introduction Leader for Landmark Education Worldwide. Kevin enjoys biking and skiing, but considers the time he spends with his children and grandchildren as the most important part of his life.
Registered States:
AZ, CA, CT, DC, FL, GA, IL, IN, MA, MI, MO, NC, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI