Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Keven specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. He enjoys working closely with business owners and their key employees to plan for the eventual transfer of ownership and control so that business owners can achieve their long-term goals. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners.
Keven is a graduate of the University of Idaho, a Certified Family Business Specialist, and holds a certificate in Business Succession Planning from the American College. He is a veteran of the U.S. Coast Guard. Keven is also a member of the BEI Network of Exit Planning ProfessionalsTM and the Financial Planning Association of Northeast Ohio, a certified Galliard Group Family Business Advisor, and an approved provider of Continuing Education (CPE) for CPAs. Keven has been a requested speaker at many Family Business forums and provides family business education. He resides in Chardon, Ohio with his wife Cathy and their two children, Sara and Alex. Keven believes one of his most valuable assets is the great partnership formed with Cathy, and the rest of the TransitioNext Advisors team.
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2012 W 25th St #900
Cleveland, OH 44113