Kevin joined Cornerstone Capital Advisors in January of 2017. Prior to Cornerstone, he spent 3 years with a Registered Investment Advisory firm in Columbus, OH. As a Senior Financial Planning Analyst, Kevin looks to assist clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate, and college planning.
Kevin graduated from The University of Akron in 2012 with a Bachelor of Science degree in Business Administration with a specialization in Financial Services. He focused on study areas pertaining to the field of Financial Planning, and was a co-founder to the university’s Student Financial Planning Association (FPA).
Kevin earned his CERTIFIED FINANCIAL PLANNER™ designation in September 2014 and ACCREDITED INVESTMENT FIDUCIARY™ in 2017. He has held board positions with the FPA of Central Ohio and continues to be an active member of the community.