15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Prior to joining WealthPlan Financial Group Kevin managed several areas of Broker Dealer Operations including the Trade Desks and General Service Team for Lincoln Financial Advisors and Lincoln Financial Securities.
Since joining WealthPlan in 2016, Kevin has worked closely with the WealthPlan staff and our financial professionals to provide securities and financial planning related expertise. In addition to working with some select clients, he has a passion for helping other advisors develop a fee-based advice model practice.
Kevin studied Aviation Management at Bridgewater State University and currently holds the Finra Series 6, 7, 63, 65, 24 and 4 licenses. Kevin is a Chartered Retirement Planning CounselorSM and a member of the Charlotte Chapter of the Financial Planning Association. He is licensed for Life, Accident and Health or Sickness, Medicare Supplement and Long-Term Care Insurance in North Carolina.
Kevin resides in Weddington, NC with his wife Keri, daughter Evelyn Jo and their Rottweiler, Roxy. When not at work, he enjoys spending most of his time in the great outdoors, camping, hiking, snowboarding, target shooting and digging the occasional relic while metal detecting being some of his favorites.