With nearly two decades of experience in the investment and retirement industry, Kevin has served as a retirement plan consultant (ADP Retirement Services) and relationship manager (Empower / Great-West Retirement) for two of the nation's top retirement plan providers primarily in the Arizona, Nevada, New Mexico, and west Texas markets. In addition, he has served as a regional sales representative for two national investment companies (ING / Voya Investment Management, Davis Advisors). Just prior to founding Elevate Financial in 2014, Kevin was a retirement plan specialist and financial advisor with CBIZ Financial Solutions.
With this unique skill set, Kevin has the knowledge and experience to help people invest wisely in a complex marketplace. Kevin grew dissatisfied with the industry's approach to their clients and the negative effects of high-fee investment management. Seeking the best way to provide financial advice and truly help his clients led Kevin to start Elevate Financial.
Kevin holds a Bachelors of Science in Business Administration, Finance from the University of Arizona. When he's not working, Kevin and wife, Criselle, are trying to keep up with their two sons, Liam and Andrew, and the newest addition to the family, Samantha.