Private Advisor, Senior Vice President
Kevin provides customized wealth management strategies and financial advice to a select group of business owners, corporate executives, affluent individuals and their families. He utilizes a values-based approach to gain a thorough understanding of the client’s life aspirations, personal financial goals, philanthropic interests and legacy objectives.
In combination with the firm’s vast resources and capabilities, he’s able to offer effective tax-integrated strategies to the complex and challenging issues that clients often face. He works closely with your trusted outside advisors, such as your accountant and attorney, to provide seamless integration around your entire wealth management plan, including estate planning opportunities, insurance reviews, retirement plans, business interests, stock options, and concentrated positions.
After spending four years at the Walton owned, Arvest Trust Company, Kevin joined Bank of America’s Private Bank in 2008. While in the Private Bank he advised high net-worth individuals and families around both sides of their balance sheet, including investments, estate planning and banking solutions. Kevin, worked at Merrill Lynch, starting in 2020, and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Kevin holds a degree in Finance from the University of Houston and a MBA, with a concentration in Finance, from Texas Tech University. He and his wife, Megan, reside in Houston, TX with their three children.