Kevin helps individuals and families make confident decisions about their wealth: how to invest it, protect it, and pass it on. As a Wealth Advisor at Veracity Capital, he builds customized investment strategies and comprehensive financial plans for each client, managing risk carefully and planning for tax efficiency at every step. As a Partner, he also helps lead the firm’s strategy, people, and growth, with a steady focus on raising the standard of client service.
Kevin’s approach to advising was shaped long before he entered finance. As a U.S. Navy jet pilot, he flew two forward-deployed tours to Afghanistan in support of Operation ENDURING FREEDOM and later served as a flight instructor, training the next generation of naval aviators. Naval aviation demands meticulous preparation, calm execution under pressure, and an honest debrief after every flight. Kevin brings those same habits to his clients’ financial lives: thorough planning, disciplined follow-through, and clear, candid communication.
Before joining Veracity, Kevin was a Vice President at Goldman Sachs Ayco, where he advised clients on all parts of their wealth: strategic and tactical asset allocation, retirement and cash-flow planning, trust and estate guidance, and income tax issues. He holds a Bachelor of Science in Mechanical Engineering from the Georgia Institute of Technology and an MBA from Indiana University’s Kelley School of Business, and he brings an engineer’s rigor to every plan he builds.
As a fiduciary and CERTIFIED FINANCIAL PLANNER™ professional, Kevin believes transparency and trust are the foundation of a lasting partnership between client and advisor.
Outside the office, Kevin serves on the board of the Cobb County Public Safety Foundation, supporting the first responders who serve his community. He spends his free time with his triplet sons, coaching youth football, staying sharp in mind and body through CrossFit, and playing the occasional round of golf.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Series 66
- Life and Health Insurance licensed
