Kevin is a seasoned financial services professional with over 15 years’ experience, specializing in retirement plans. As our Retirement Plan Relationship Manager, Kevin works with our 401k plans on plan administration, investment research, and education. As a Chartered Retirement Planning Counselor, he is passionate about improving plan health and providing participant education to help individuals achieve their retirement goals.
Kevin has a bachelor’s degree in Personal Financial Planning from Western Michigan University. He currently holds FINRA securities registrations, Series 7, 66 and Michigan Life, Health and Variable Annuities Licenses with LPL Financial.
Kevin resides in Grand Rapids with his wife, Laurel and son, Keene.