Designations and Licenses
Kevin holds his life and health insurance licenses.
Experience and Education
Kevin provides individuals and business owners with wealth management solutions, including investments, risk management, estate and tax planning, insurance planning as well as qualified and nonqualified retirement and benefit plans. He relies on the deep knowledge he has gained from business, legal and tax education to offer wealth advice to help clients reach their goals. Kevin believes the financial planning process should reflect clients’ vision and values and designs strategies that are flexible as their needs and goals change.
Prior to Mariner Wealth Advisors, Kevin practiced law in Orlando, focusing on tax, estate and asset protection planning for ultra-high-net-worth families.
He holds a BA in economics, a JD with honors and a Master of Laws in Taxation (LLM), all from the University of Florida.
Kevin serves on the boards of the Country Club of Orlando and the Orlando Chapter of CCA Florida. In his free time, he enjoys fishing, boating, playing tennis and golf.