There’s no typical workday in the life of a wealth management advisor, and Kevin thinks that’s a good thing. He’s learned to expect the unexpected when helping clients meet their financial goals.
A strong desire for helping people and a talent for nurturing relationships help Kevin build trust with his clients. Wealth management requires a deep level of confidence in your advisor. By learning what keeps his clients up at night, he can create a path forward that lets them sleep soundly.
Before joining JMG Financial Group, Kevin advised clients on retirement projections, retirement benefits and cash flow management at Ehlert Financial Group in Lincolnshire, Ill.
He considers JMG to be a place where big ideas lead to bigger growth. The firm’s culture encourages complete transparency through its open-door policy. That’s the ideal scenario for Kevin, who believes in collaborative, interactive relationships. There’s no question or decision too big or too small when it comes to his clients.
When he’s not in the office, Kevin enjoys golfing and spending time with his wife, Christina, and two dogs, Chloe and Tierney.
Bachelor of Science in agricultural and consumer economics – University of Illinois Urbana-Champaign