With over 20 years’ experience in qualified retirement planning and individual wealth management, Kevin brings a wealth of knowledge and insight to our practice. As Chief Compliance Officer, Kevin dedicates his time to navigating the intricate landscape of regulatory standards, ensuring organizations operate with integrity and adherence to regulatory requirements. Prior to joining NestEggs our parent company, and ultimately Co-Founding Real & Regular Financial Planning^® Kevin worked for Merrill Lynch, supporting customers’ investment and administrative needs in annuities. He began his career as an accountant for an Orlando-based firm. Kevin is a Series 65 Licensed Investment Advisor Representative (IAR), a QPA^® (Qualified Pension Administrator), QKA^® (Qualified 401(k) Administrator) and QPFC^® (Qualified Plan Financial Consultant) designations from the American Society of Pension Professionals and Actuaries (ASPPA). Kevin enjoys spending his free time with his wife Melissa, their two children, and one very mischievous yellow Labrador. They enjoy traveling for the kids’ sporting events and when not traveling, relaxing in their backyard in the Southside of Jacksonville.