Kevin joined Core Investment Group in 2022 with over 12 years of experience in the financial industry. Having worked at both a Fortune 100 corporation and an independent advisory firm, he has experience with a broad array of clients and situations. He enjoys demystifying the investment process and putting clients on a path to achieve their financial goals.
Kevin holds a Bachelor of Arts degree in Political Science from the University of Iowa and an MBA in Data Analytics from Loras College. He is also a CERTIFIED FINANCIAL PLANNER™.
Kevin serves as a Trustee for Mt. Pleasant Home of Dubuque and volunteers for various causes including the Iowa Donor Network, March of Dimes, Dubuque Days of Caring, and Friends of Dubuque County Conservation.
Kevin and his wife Kristin live in Dubuque with daughter Charlotte and son Beckett. They enjoy travel, sports, art, hiking, biking, gardening, and jokes.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.