Kevin chairs the Real & Regular Financial Planning® Investment Committee which selects and monitors the investments our team of planners recommend to our clients. Kevin has over 20 years of relationship management, plan administration, and investment consulting experience to corporate, non-profit, and public plan sponsors as well as individuals. Kevin holds the Chartered Financial Analyst (CFA®) designation and is a Series 65 licensed Investment Adviser Representative (IAR). Kevin is based in Dallas, TX and enjoys hiking, fishing, sailing, and attending sporting events. Kevin is often outnumbered by his wife and three daughters who generally prefer the half-time show over watching the game.