Kevin is a member of Kanawha’s Investment Committee and a CERTIFIED FINANCIAL PLANNER™. He provides comprehensive investment and planning advice to individual clients, with a specialty in working with people in transition seeking financial advice about career changes, divorce, and retirement.
Kevin began his investment career with The Trust Company of Virginia, where he managed municipal bond portfolios for high-net-worth clients. Immediately prior to joining Kanawha, he was a Vice President at SunTrust Private Wealth Management, developing client solutions in the areas of financial and retirement planning, insurance, estate, and income tax evaluation.
Kevin earned a BA in Economics/Business from Randolph-Macon College. Additionally, he completed further studies of International Economics at Wroxton College in Banbury, England. He is currently a member of the Financial Planning Association and the Estate Planning Council of Richmond.
Outside of the office, you can find Kevin spending time with his wife, Leslie, their two children, and their dog. He is often on the baseball field, where he volunteers and coaches his son’s little league teams. He enjoys cooking and being outdoors as much as possible. Kevin is also an active member of The Steward School and Collegiate School communities, where his children attend, St. Mary’s Episcopal Church, and he is a proud supporter of his alma mater, Randolph-Macon College.
phone: (804) 359-1196