Professional

Our financial team is dedicated to helping indivdiuals and business owners achieve financial security within the protection, accumulation, retirement income, and estate planning phases of their personal and business financial plan. We believe in a comprehensive planning approach which includes a suite of tailored insurance and investment solutions for our clients.

Kevin entered the industry in 1990 and is a graduate of McNeese State University.

Licenses

• Series 7 
• Series 6
• Series 63 
• Series 65 

Designations

• Chartered Financial Consultant ChFC® designation. A ChFC® designation is an advanced financial planning designation with in-depth knowledge of key financial planning disciplines including:
  • insurance
  • income taxation
  • retirement planning
  • investments
  • estate planning.

• Retirement Income Certified Professional RICP®. An RICP® works with clients to:
  • Build a comprehensive retirement income plan that addresses income needs and other financial goals.
  • Choose the optimal retirement age.
  • Plan for the risks faced in retirement such as longevity, market volitilty, inflation, tax planning, health care, wealth management of assets, and estate & legacy planning.
  • Make client specific decisions about how to generate income from retirement assets.
  • Make claiming decisions that maximize Social Security benefits.

Associations & Memberships

• Qualifying member of the Million Dollar Round Table (MDRT) is a global, independent association for the world's leading life insurance and financial services professionals. MDRT membership is recognized internationally as the standard of excellence in your business, and strengthens your credibility and confidence among your clients.
• Recepient of the National Association of Insurance and Financial Advisors Quality Award

Our f

Our financial team is committed to helping individuals and

business owners achieve financial security within the

protection, accumulation, retirement income, and estate planning

phases of their personal and business financial plan. We believe in

a comprehensive planning approach, which includes a suite of

tailored solutions for our clients.

inancial team is comm

Our financial team is committed to helping individuals and

business owners achieve financial security within the

protection, accumulation, retirement income, and estate planning

phases of their personal and business financial plan. We believe in

a comprehensive planning approach, which includes a suite of

tailored solutions for our clients.

itted to helping individuals and

business owners achieve financial security within the

protection, accumulation, retirement income, and estate planning

phases of their personal and business financial plan. We believe in

a comprehensive planning approach, which includes a suite of

tailored solutions for our clients.