Kevin, a native of Kansas City, Missouri, is a distinguished graduate of Missouri State University, holding a Bachelor of Science in Finance. His academic journey culminated in the prestigious achievement of receiving his CERTIFIED FINANCIAL PLANNER™ CFP® certification, a testament to his expertise and commitment to the field of finance. With a zeal for making complex financial concepts accessible, Kevin has dedicated his career to educating individuals on this vital subject. He and his wife Simona have made their home in McKinney since 2014, where Kevin ensures that his clients are well-versed in market trends and that their financial plans are meticulously maintained with unwavering connection and service. Kevin's specialization encompasses Retirement Planning, College Savings, Tax-Efficient Accounts, and Trust and Estate Investing, among other financial services. His approach is rooted in a deep understanding of each client's unique financial landscape, guiding them towards achieving their long-term financial aspirations with clarity and confidence.
Kevin, a native of Kansas City, Missouri, is a distinguished graduate of Missouri State University, holding a Bachelor of Science in Finance. His academic journey culminated in the prestigious achievement of receiving his CERTIFIED FINANCIAL PLANNER™ CFP® certification, a testament to his expertise and commitment to the field of finance. With a zeal for making complex financial concepts accessible, Kevin has dedicated his career to educating individuals on this vital subject. He and his wife Simona have made their home in McKinney since 2014, where Kevin ensures that his clients are well-versed in market trends and that their financial plans are meticulously maintained with unwavering connection and service. Kevin's specialization encompasses Retirement Planning, College Savings, Tax-Efficient Accounts, and Trust and Estate Investing, among other financial services. His approach is rooted in a deep understanding of each client's unique financial landscape, guiding them towards achieving their long-term financial aspirations with clarity and confidence.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
