A few words about us
Structured as an independent firm we have no financial incentive to invest in or recommend any proprietary investments. Our open architecture provides us the ability to invest in nearly any security available. The associates of WFG handle the daily administrative tasks and work directly out of our office to help ensure that we always maintain an expedited process without the hassle of dealing with a voice prompt system. We are all committed to help protect you and your family's long-term wealth and health. Not just your account balance, but your quality of life. Not just where you are today, but where you deserve to be tomorrow.
Kevin has been active in the financial services industry for over 23 years. Kevin specializes in advising executives and business owners on wealth management strategies, tactical asset allocation, and proactively managing investment portfolios.
Kevin graduated with a B.A. from Michigan State University. He holds the Series 7,66 security licenses and is a SEC Registered Investment Advisor. Kevin also sits on the Board of the Anchor Bay Community Foundation where he is currently serving as Treasurer and Chairman of the Finance and Investment committee.
In his free time he enjoys boating on Lake St. Clair with his wife and two daughters. If there is any time left in the day you might also find him on a local golf course or skiing and fly fishing in the mountains of Colorado.
More about us
As a firm, we have chosen National Financial Services (a Fidelity Investments Corporation), a very prominent clearing corporation. NFS LLC delivers a high standard in clearing along with access to capital market products, brokerage technology, and investment solutions. Investors are also offered statement consolidation services to simplify and organize the multitude of statements that a well diversified portfolio can create.