Designations and Licenses

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Financial Consultant.

Experience and Education

Kevin provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Kevin served as director, financial planning at Edelman Financial Engines, LLC, where he was responsible for attracting, establishing and maintaining client relationships as well as assisting clients with all aspects of their financial lives.

Kevin has a bachelor’s degree in psychology from the University of Florida.

Personal Interests

Away from the office, Kevin loves all things Florida Gators, especially football, and is an avid pickleball player. He also enjoys winter sports like snowboarding and skiing.