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Investment & Marketing Associate


  • BA in Marketing,
    Minor in Business Administration,
    Western Michigan University, Kalamazoo, MI.

In addition to his investment responsibilities, as the firm’s Marketing Associate, Kevin works with the managing partners to coordinate all marketing efforts in concert with the firm’s business plan and goals.

Kevin holds Series 7, 6, and 63 registrations with FINRA and holds insurance licenses for Life, Accident, and Health.

On the personal side, Kevin enjoys skiing, fishing and his time with family.

The only mistake in life is the lesson not learned.

-Albert Einstein

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