Kevin joined RetireOne in 2012, after working with fee-only advisors for the last 16 years, where he specialized in low-cost, no-load variable annuity solutions. Since joining RetireOne, he has expanded his role to oversee the Advisor Solutions and Operations Teams.
Kevin is Series 7 and 26 licensed, state insurance licensed, and received his BS in Finance from Indiana University. He is also the Principal for the Louisville office of RetireOne.
Kevin adheres to the philosophy that the most important stakeholder is the customer. “We’re in business to serve the needs and desires of our core customer base.”
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