911 N Ankeny Blvd
Ankeny, IA 50023
Kevin joined Northwest Wealth Management in June of 2014 as a Wealth Advisor. He has over 20 years of financial service experience formerly as a Financial Advisor at Edward Jones and a Private Banking Officer for US Bank where he worked with families, professional practices and corporate executives to fulfill their wealth management needs. He obtained his Certified Private Wealth Advisor ® (CPWA ®) designation to complement his work experience and better serve high net worth clients. His team approach of partnering with other professionals, such as CPAs and attorneys, provides his clients with comprehensive solutions for their complex financial matters.
Kevin graduated from Iowa State University in 1996 with a degree in Finance and a minor in International Studies. He has resided in Ankeny since 2001 where he and his wife Tracy have raised their two daughters, Paige and Madison. Kevin is currently a board member on the Ankeny Community School Foundation. His prior community involvement includes being an advisor for the Ankeny Service Center and the Ankeny United Way. He is also a past graduate of the Greater Des Moines Leadership Institute.