Kevin joined the firm as a senior vice president of wealth management in June 2013. Kevin is a financial professional with over 30 years of experience assisting affluent and high net worth clients achieve their financial and philanthropic goals. He excels at building and deepening long-term relationships with clients, often across multi-generations. With expertise in investments, wealth transfer strategies, and banking products, Kevin strives to proactively bring clients creative wealth management solutions.

Previous Experience

  • Vice President and Senior Private Banker at J.P. Morgan
  • Senior Vice President and Regional Trust Manager at Associated Bank
  • Vice President and Regional Trust Manager at Wells Fargo
  • AVP and Business Development Officer at First Interstate Bank
  • Assistant Vice President and Trust Officer at Norwest Bank

Education & Credentials

  • BBA, University of Iowa, Finance
  • Series 65 license