As a financial advisor, Kevin is passionate about empowering people to take control of their financial lives while realizing they don’t have to do it alone. He focuses on holistic financial planning — addressing all aspects of retirement, including Social Security and tax strategies — to provide clients with the full picture of what their future could be. Kevin constantly encourages clients to “ask questions and lean on those who do this every day because you only get to do it once.”

Kevin is a financial professional who can offer investment and insurance products and services. He has passed the Series 7 and 66 securities exams, and has his life and health insurance licenses in the state of California. He also holds the Registered Social Security Analyst® and Certified Tax Specialist designations.

Kevin and his wife Jessica live in Redding with their three children, Tytus, Isabella and Gideon. In his free time, he loves going on adventures with his family and coaching basketball and football. He believes Redding is the best place in California to live and retire.