Kevin joined SAI Financial Services in 2019, transferring over from a local Investment planning firm. Drawn to SAI for the care and service provided to clients, Kevin is led by a passion for personal finance and a desire to develop meaningful client relationships. Kevin believes that valuable financial advice is understanding why money holds importance and focusing on how to make better money decisions on the path towards financial freedom. He enjoys working with clients and helping them realize that there is much more to life than money and believes that money is only a tool that, when used effectively, can support and enhance the important things in life.
Kevin graduated from Taylor University where he earned a degree in Business and played Centerfield on the baseball team. Kevin is currently completing study for the Certified Financial Planning™ accreditation, and holds his FINRA Series 7 and 66, along with his life and health insurance licenses. Kevin lives in South Elgin with his wife Julia, who is the Head Volleyball Coach at Judson University. Outside of work you can usually find Kevin watching a Chicago sports game or out on the golf course.