3 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
Senior Vice President,
Financial Advisor
Kevin joined CAPTRUST in 2023 from QA Wealth Management and he serves as a senior vice president and financial advisor. His role includes the oversight of advice, planning, and service for client relationships in the Midwest.
He holds a Bachelor of Science in finance from North Park University in Chicago in addition to the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Financial Advisor (CTFA). When he’s not at the office, Kevin enjoys traveling with his family, watching his children’s sporting events, and visiting both national parks and major cities.
3 weeks ago
As the U.S. debt ceiling takes over the headlines, this...
2 months ago
Firm Specializes in Wealth Management for Big Four and Consulting...
2 months ago
Investors entered the opening quarter of 2023 on the edge...
2 months ago
Despite dramatic headlines this quarter, markets have delivered modest results....