Kevin has been a sole proprietor financial planner since 1994 and became affiliated with Snider Financial Group in 2024. Kevin specializes in working with individuals and families focused on achieving their retirement goals and retirement income streams.  Collaboration is key in developing and maintaining their financial independence.  

Kevin is a Midwest native who graduated Cum Laude from the University of St. Thomas in St. Paul, MN, in 1986, with a B.A. in Business Administration/Marketing.  In 1991, he graduated with a Masters in Business Administration/Finance from the University of Northern Iowa.  In 1999, Kevin earned his Certified Financial Planner® certificate.  Kevin is a past-chapter president of the Financial Planning Association of Puget Sound and 8 years as a board member.  During his time on the board, the chapter was recognized by the national Financial Planning Association’s top Gold Chapter Award five years in a row.

In addition to maintaining his personal planning practice, Kevin has also served as OSJ branch manager and district manager (co-managing and training first-year advisors) with American Express Financial Advisors Inc.