Kevin graduated from the University of Cincinnati and has been in the investment and insurance industry for 27 years. As an IAR, Investment Advisor Representative, he holds the designation of AIF® (Accredited Investment Fiduciary), along with Life and Health insurance licenses, and the Series 6 and 63 securities registrations.

At the beginning of Kevin’s financial career, he focused on helping hospital, university, and public school employees invest for retirement. Through the years, that planning has evolved into a systematic approach to building, managing, and preserving client assets – built on a steady, research-based approach. A few of the areas covered during this process include planning for education expenses, retirement planning, retirement income strategies, as well as various types of insurance.

Kevin joined the RFG family in February 2023.

Check the background of this investment professional on FINRA’s BrokerCheck.