200 Ashford Center North
Suite 400
Atlanta, GA 30338
770-353-6311
As a national media recognized LPL Financial Advisor and Partner in one of the largest financial
planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies
around pursuing his clients' goals and dreams for themselves and their families before and during
retirement. He specializes in assisting people who find themselves in a life event that is
financially impacting their lives such as divorce, death of a spouse, pending retirement,
inheritance, stock option grants and employment contracts. We work often with women who are
dealing with challenges in their lives, as well as the unique needs of sports and entertainment
professionals.
Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive
Compensation, Risk Management.
Firm Start Year
No.of Employees
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I work with the following types of clients
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I can meet clients in the following ways
Registered Investment Advisor
Registered Representative
Investment Advisor Representative
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Criminal Disclosures in Last 5 years
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Bachelors Degree in Business - Marketing
Financial Planning Certification (CFP®) - Executive Program for Financial Planning
Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds
Accredited Wealth Management Advisor - Financial Planning
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC