Kevin is dedicated to helping clients and their families pursue their financial goals by doing whatever it takes to design unique plans tailored to each client’s situation.

Wanting to help people with their finances and financial planning, Kevin started his own firm in 1997. He focuses on assisting clients in developing strategies for guaranteed retirement income. Coming from a family of teachers, he is especially passionate about helping with Georgia teachers’ retirement income options. According to Kevin, the most important advice he can share with clients is to “Figure out the most important thing in your life. Once you do that, then your overall financial plan will reflect that.”

Kevin is a financial professional who can offer insurance and investment products and services. He has passed the Series 7 and 63 securities exams and holds life, health, annuity and long-term care insurance licenses. He earned a Bachelor of Science in mathematics from the University of Southern Mississippi.

A past president of NAIFA Georgia, Kevin is also a Kansas City Life Insurance Company Hall of Fame member, a member of the Million Dollar Round Table and a recipient of the National Quality Award.

“My family is the most important thing in my life,” Kevin says. He, his wife, Rachelle, and their daughter, Annie, love traveling the world together.

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.