About
Kevin is a financial coach whose passion is to help others achieve excellence not only financially, but in all areas of their lives. His current focus is in helping young clients on the path to fiscal independence by teaching them the fundamentals of money. He'd like to see them retire rich, with a heart to serve others and make a difference in the world.
Other advisors have told him, "Young people don't have much money; you could make so much more working with older clients!" Although this is true, Kevin believes these clients are poised to become the next generation of millionaires. By focusing on a demographic most advisors neglect, he hopes to give younger clients an opportunity to succeed financially.
Kevin is the founder and president of Verity Wealth Management, incorporated in 2008. He has been in the financial industry since the end of 2004. Since 2007, he has been a member of the Million Dollar Round Table, an international, independent association of the top 1% of the world's most successful life insurance and financial services professionals.