Kevin serves as a Lead Planner for Facet Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 10 years of experience. Prior to joining Facet Kevin served as a Senior Financial Advisor with Vanguard Personal Advisor Services. Kevin has spent his entire career focusing on personal financial planning and managing client portfolios. He is passionate about helping individuals and families tackle tough financial decisions to achieve financial empowerment.
Outside of work Kevin enjoys being active. He spends time rock climbing, playing ice hockey, going on hikes with his dog, Midge, traveling with his spouse, Claire, and fostering the occasional litter of kittens.
Education: Elon (BA & BS)
"The world is big and I want to have a good look at it before it gets dark." - John Muir
Get to know Kevin
Hiking Peak One in Frisco, CO
Me and Claire in Mexico City
With my family and our nephews for their first time at Disney World
On a hike with Claire and Midge. Midge may look small, but she can hike over 10 miles!
What's the craziest thing you've ever done?
My partner, Claire, and I recently hired a rock climbing guide to take us up a 6 pitch ~600 foot rock climb called “Rewritten” in Eldorado Canyon, Colorado.
What was the best concert you ever attended?
As a wedding present, we received front row tickets to see The Avett Brothers in Wolf Trap, Virginia. Not only is the venue a beautiful open air amphitheater, but being front row for one of our favorite bands was a once and a lifetime experience.
What are you passionate about?
I am really passionate about home made pizza. I’ve been on a multi year quest to perfect my pizza dough recipe and shaping technique.
What's your secret talent that no one knows about?
I’m getting pretty good at New York Times crossword puzzles.