15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Kevin has been assisting clients with their wealth building, retirement planning and insurance needs since 1999. Kevin is skilled in creating holistic financial strategies for individuals, families, and businesses that focus on eliminating debt, growing savings, protecting savings, and building wealth intentionally and deliberately. He uses a variety of products and services to meet those financial needs from dozens of different companies. His passion is helping his client save for retirement during their working years and then maximizing the distribution of those funds during retirement years.
As an Investment Advisor Representative of Lincoln Financial Securities, Kevin takes his duty to help his clients find the best solution to their personalized planning needs very seriously. By surrounding himself with very able and supportive team members, he can better position his client’s entire financial well-being towards success. Kevin finds great joy in helping clients reach their financial goals regardless of how large or small those goals may be.
Kevin is originally from Greensboro, NC, but has made North Augusta, SC his home. He is a widower, father of 2 beautiful daughters, Eva and Ray, as well as grandfather to two grandsons. His daughter, Eva works as Sales Manager in Kevin’s insurance agency. Kevin spends a great deal of his spare time in bible study, worship, & volunteer work at Victory Baptist Church in North Augusta, SC. Kevin has a Bachelor of Arts degree in Economics from the University of North Carolina – Greensboro, as well as a Master’s in Finance from the American College in Pennsylvania.