Senior Wealth Advisor
ABOUT KEVIN
A thoughtful plan starts with understanding the whole picture.
I help people work through the financial questions that come with retirement, career changes, investing, and family life. That may mean deciding what to do with a 401(k), reviewing an investment strategy, preparing for retirement, or bringing several goals into one plan.
Before we talk about solutions, I want to understand your life, your priorities, and what prompted the conversation. Then we can look at the numbers and the available choices with the right context.
My role is to give each recommendation a clear purpose and make sure you understand how it fits into the life you want your money to support.
CLIENT EXPERIENCE
Meet Nathalia Lopez
Nathalia and I work closely together to make every client interaction feel personal, organized, and responsive.
She brings seven years of experience with JPMorgan Chase, along with a natural warmth and a genuine commitment to taking care of people. Fluent in English and Spanish, Nathalia helps clients feel comfortable, informed, and well supported.
Born and raised in Colombia, Nathalia enjoys spending time with her husband and son, playing tennis and golf, traveling, playing guitar, painting, and relaxing at the beach.
In the News
Kevin’s perspectives on investing and financial planning have been featured by:
HOW I HELP
Planning that helps the pieces work together.
Your retirement, investments, taxes, income needs, and family priorities are all part of the same story. I help bring them into one plan, giving you a better view of where you stand and what deserves attention next.
Comprehensive Financial Planning
We’ll look at your goals, cash flow, savings, investments, taxes, retirement, protection, and family priorities, then give each part a place within the larger plan.
Retirement
Planning
As retirement gets closer, we’ll work through the timing, income, healthcare, tax, and investment questions that come with the transition.
Retirement Income Planning
Together, we’ll map out how Social Security, pensions, savings, and investments may support your income throughout retirement.
401(k) & Rollover Guidance
If you’re changing jobs or retiring, I’ll help you compare your workplace retirement-account options and understand how each one could affect your larger plan.
Tax-Aware
Planning
We’ll consider how taxes may affect investment, retirement-income, and withdrawal decisions, coordinating with your tax professional when appropriate.
Investment Management
I build and manage an investment strategy around your goals, timeline, income needs, comfort with risk, and the role your portfolio needs to play.
Family, Estate & Legacy Coordination
We’ll connect your accounts, beneficiaries, estate-planning documents, and family priorities, involving your attorney, CPA, and other professionals when helpful.
WHO I HELP
Approaching Retirement
You’re getting closer to retirement and want a better view of when you can retire, where income may come from, and how your investments fit.
Professionals &
Families
You’re balancing a career, family responsibilities, and several financial goals and would like a plan that gives each one its place.
Military Members & Veterans
You’re navigating TSP choices, military retirement benefits, or the move into civilian life and want the pieces considered together.
Stuart & the Treasure Coast
You live in Stuart or a nearby Treasure Coast community and value having a local advisor you can meet with when helpful.
Clients
Nationwide
You prefer the convenience of virtual planning and want a personal, ongoing advisor relationship wherever you live.
Seeking a Second Opinion
You’d like a fresh perspective on your investments, retirement plan, or overall financial direction.
LATEST INSIGHTS
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