Kevin

Kevin has worked in the financial industry since 2000. He is a fundamental investor, focusing on value and dividend-paying stocks. The majority of Kevin's business is fee-based, active management, which he conducts through LPL Financial. He also utilizes other investment vehicles that may be appropriate for an investor's personal situation. Kevin also provides services for life and disability insurance. Kevin is interested in developing a cohesive relationship so that he can provide his clients with the most suitable investments and services customized to meet their needs.

In his free time, he enjoys golfing, skiing, traveling and spending time with family and friends.

Qualifications:

• Series 65 - Uniform Investment Adviser Law Examination - Jun. 5, 2002
• Series 63 - Uniform Securities Agent State Law Examination - Jan. 5, 2001
• SIE - Securities Industry Essentials Examination - Oct. 1, 2018
• Series 7 - General Securities Representative Examination - Nov. 19, 2000
• Insurance: Oregon #7722078; California #OE01548