Kevin is a Senior Financial Advisor with 21 years of experience currently serving the Chilton, Plymouth and New Holstein
markets. Through a detailed assessment of his client’s financial goals, Kevin helps individuals and their families develop
long-term financial strategies to help put their dreams in sight.
Prior to joining the BMO Investment Services team, Kevin received his Bachelor of Science degree in Economics from the University of Wisconsin-Green Bay. He holds a CERTIFIED FINANCIAL PLANNERâ¢
certification, a CHARTERED FINANCIALCONSULTANTâ¢ certification, and holds series 7, 63 and 65 securities licenses, held through LPL Financial along with his life and annuity insurance licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.