WHO WE ARE

Kevin joined Financial Life Advisors in 2018 and specializes in personal financial planning and wealth management.  Kevin is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Retirement Planning Counselor (CRPC®), Certified Trust and Financial Advisor (CTFA), and Texas Life, Accident, and Health Insurance license.  Kevin has over 15 years of experience in financial services with U.S. Bank Private Client Group, USAA Financial Planning & Wealth Management, and Broadway Bank Wealth Management & Trust.  Kevin also proudly served for 5 years in the United States Navy.  Kevin is passionate about helping individuals and families achieve financial life goals, and he is actively involved within the local community.

Areas of Service

• Comprehensive financial planning
• Retirement planning
• Accumulation/Distribution strategies
• Income Smoothing
• Roth conversion strategies
• Social Security analysis
• Investment strategy
• Risk management & insurance

Business Related Activities

2021-Present, Member, National Association of Personal Financial Advisors
2018-2020, Board Member, Financial Planning Association of San Antonio & South Texas
2018-Present, Community Leader, San Antonio North Chamber Leadership Lab
2015-2018 Member, San Antonio Estate Planners Council
2007-Present, Pro-Bono Financial Planning San Antonio, TX area

Meet Kevin

Kevin is a passionate financial planner and holds a master’s degree in Personal Financial Planning from the College for Financial Planning.  Outside of work he enjoys spending quality time with his family, friends, church, mini schnauzer, traveling, fishing, and the beach.  He has enjoyed the opportunity to visit 10 different countries, and is tremendously thankful to reside in the Lone Star State.