Kevin joins Trajan Wealth with over 15 years of financial planning experience. Previously, he was a Partner at AVID Planning where he worked with clients to help them achieve short and long-term financial goals.
In 2000, Kevin graduated from the University of Tennessee and started his career in finance. He earned his CFP® designation in 2015. With the goal of wanting to make more of an impact for clients, he continued his education in behavioral finance beginning in 2016.
Kevin has a competitive side with a passion for sports, mostly golfing these days. He and his wife, Clara, also love to take advantage of the beautiful mountain biking trails in Northwest Arkansas.