4830 W Kennedy Blvd Suite 800
Tampa, FL 33609
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
University of Louisiana (1995-1999)
College of Financial Planning (2020-2021)
- Insurance Strategies
- Investment Strategies
- Business Owners
- Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Kevin’s Licenses and Disclosures