Senior Wealth Advisor
ABOUT KEVIN
A personal approach to financial planning.
I work with individuals and families who want to make sense of retirement, investments, 401(k) choices, and the financial questions that accompany life’s changes.
For me, planning starts with getting to know the person behind the numbers. I want to understand what matters to you, what has changed, and what you want your money to make possible.
I also want you to feel comfortable asking questions. We’ll talk through your options in plain language, and I’ll explain the thinking behind each recommendation.
I listen for the question behind the question
A question about portfolio performance may really be a question about whether retirement is still on track. A 401(k) rollover may be part of simplifying life after a career change. A tax question may connect to family, charitable, or legacy goals.
That is why I begin by asking what prompted the conversation. What are you hoping to accomplish? What are you concerned about? What has changed? What will this money need to do?
Once I understand the larger question, we can look at the available choices and develop a recommendation that fits the full picture.
Questions are always welcome.
Financial planning involves personal choices as well as technical ones. You should have the time and space to ask questions, revisit an explanation, and talk openly about anything that concerns you.
If an answer depends on an assumption, I’ll explain it. If several choices could make sense, we’ll talk through the differences. If a legal or tax question is better handled by another professional, I’ll be candid about that and help coordinate the next step when appropriate.
I want the planning process to feel understandable, collaborative, and connected to your life.
Thoughtful planning, with room to adapt.
I take a steady approach to financial decisions. We begin by defining what the money needs to accomplish, review the relevant facts, and choose a direction that supports the plan.
Life and markets both change, so planning is an ongoing conversation. We’ll revisit decisions when your circumstances, priorities, or the information available to us changes.
REGIONAL AND NATIONAL
Based in Stuart, available near and far.
I am a Partner and Senior Wealth Advisor based in Stuart, Florida. I work with clients throughout Palm City, Jensen Beach, Port St. Lucie, and the surrounding Treasure Coast, as well as with clients virtually across the country.
I am affiliated with Lighthouse Private Wealth. Securities and advisory services are offered through LPL Financial.
A comfortable place to start.
Our first conversation gives you time to share what brought you here and what you would like help making sense of. We’ll talk about the decisions in front of you, what you want from an advisor relationship, and how I typically work with clients.
If it feels like a good fit, I’ll explain what information would be helpful and what the next step would look like.