As a national media recognized LPL Financial Advisor and Partner in one of the largest financial
planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies
around pursuing his clients' goals and dreams for themselves and their families before and during
retirement. He specializes in assisting people who find themselves in a life event that is
financially impacting their lives such as divorce, death of a spouse, pending retirement,
inheritance, stock option grants and employment contracts. We work often with women who are
dealing with challenges in their lives, as well as the unique needs of sports and entertainment
professionals.
Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive
Compensation, Risk Management.
General Information |
| Firm Start Year: | 2003 | |
| No.of Employees: | 50-99 | |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI |
| Number of Years with Current Firm: | 8+ |
| I work with the following types of clients: | Businesses, Individual Investors |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks |
| I can meet clients in the following ways: | Via email, At your home, At my office, Via phone, At your office |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
| Non-Financial Organization Memberships: | ■ Committee Chairman, North Fulton County March of Dimes (2008-2009) ■ Advisory Board Member, St. Jude's Golf for the Kids Invitational ■ Member, Barnwell Elementary School Board ■ Former Member, Technology Association of Georgia?s CEO High-Tech Council ■ Former Member, American-Israeli Chamber of Commerce, Telecommunications Committee |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 100,000 |
| Compensation Methods: | Based on Assets |
| Organization: | St. Jude's Golf for the Kids Atlanta, GA |
| Position : | Advisory Board Member |
| Duration : | 2011-2013 |
| Organization: | North Fulton County March of Dimes Atlanta, GA |
| Position : | Committee Chairman |
| Duration : | 2008-2009 |
| Bachelors Degree in Business - Marketing |
UNiversity of Alabama - Tuscaloosa, AL
1981-1985 |
| Financial Planning Certification (CFP®) - Executive Program for Financial Planning |
University of Georgia - Atlanta, GA
2006-2007 |
| Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds |
Institute of Business & Finance - San Diego, CA
2010-2011 |
| Accredited Wealth Management Advisor - Financial Planning |
College of Financial Planning - Denver, CO
2007-2008 |
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest.
I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor.
On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.
Financial Advice & Consulting |
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Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe using a diversified investment strategy with low cost, tax- efficient investments. |
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
| Alpharetta | Atlanta |
| Cumming | Duluth |
| Kennesaw | Lawrenceville |
| Lilburn | Marietta |
| Roswell | Scottdale |
| Snellville | Stone Mountain |
| Woodstock | MD |
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
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