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 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 FINANCIAL CONSULTANTâ¢ certification, and holds series 7, 63 and 65 securities licenses, 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.