Kevin is a founding Partner and award-winning Private Wealth Advisor at Summit Financial Group, specializing in estate and business planning for entrepreneurs and pre-retirees. Holding multiple designations like CAP® and WMCP®, he draws from his upbringing in a family construction business to create well-crafted financial "blueprints" for his clients.
Outside of work, Kevin is a family man, residing in DeKalb County with his wife, Sherri, and their five children. They are actively involved in their community, serving as Elders at their church, supporting local school sports, promoting adoption, and contributing to various local nonprofit organizations.
He learned the value of hard work and excellence growing up in a family-owned construction business.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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