As a Wealth Advisor for Veracity Capital, Kevin’s primary role is to provide customized investment solutions and comprehensive financial plans to clients. As a Partner, his duties include overseeing strategic projects, personnel, and business development with a strong commitment to continually enhance client service standards. Kevin is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. As a fiduciary and Certified Financial Planner, he believes a foundation of transparency and trust are key to a successful partnership between clients and advisors.
Prior to Veracity Capital, Kevin was a Vice President at AYCO, a Goldman Sachs Company, where he was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocation, retirement planning, cash-flow planning, trust & estate guidance, and general income tax issues. Kevin is a highly decorated veteran and former US Navy Pilot. His service included two tours forward deployed to Afghanistan in support of Operation ENDURING FREEDOM and an F-18 flight instructor tour.
He earned a Bachelor of Science in Mechanical Engineering from Georgia Institute of Technology and an MBA from Indiana University, Kelley School of Business.