Kevin brings energy and outside-the-box thinking to the table in our office. His questioning of the status quo is valuable to us in an industry that can be slow to new ideas. He joined us in 2013 from the Santa Fe, New Mexico office of Merrill Lynch where he was a Financial Advisor working with High Net Worth Retirees and Medical 401k plans. Previously he was an Advisor at a small boutique firm on Wall Street in New York. He started in the industry as a Financial Editor at one of the largest investment firms. Kevin holds degrees in Math and Philosophy and is an award winning filmmaker. He and his wife are raising three rambunctious children.