As a Client Advisor, Kevin works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation, and overall financial analysis.
Prior to his current role, Kevin spent three years as a Financial Associate at Crestone where he supported the Client Advisory team in a similar capacity.
Kevin graduated from the University of Colorado and holds a Masters in Accounting as well as a Bachelor of Science in Business Administration with an emphasis in finance and accounting. He is a FINRA Registered Representative and holds his Series 7 license.
What do you love to do outside of work?
I'm a bit of a sports fanatic. If I'm not playing golf, basketball, football, lacrosse, etc. then you'll probably find me glued to a television watching one of sports.
What do you enjoy most about wealth management?
The variety. A career in wealth management provides the opportunity meet interesting people, identify compelling investment opportunities, tackle challenging problems, and learn from smart and talented peers.
What do you love most about being part of Crestone?
The people. Crestone employees, clients, and friends of the firm are all remarkable people and this motivates me to come to the office ready to work hard every day.