Our Qualifications

We have been working with individuals and businesses in the area for several years.

Kevin has extensive personal and professional experience, having worked primarily with companies and schools in the insurance field since 2002, having earned a Bachelor of Science degree from Texas A&M University in College Station, Texas in 2001.

Kevin is a registered securities representative and investment adviser representative with FINRA, and is a qualified representative licensed to sell a variety of investment and insurance products.  He also holds life and health insurance and property and casualty insurance licenses from the Texas Deparment of Insurance. 


We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.