When Kevin was a senior in college, he started to read the Wall Street Journal. That might not be everyone at 22, but Kevin loved his econ classes and found that he loved investments. His first job was as a Client Assistant, supporting two Financial Advisors at Prudential Securities in Connecticut. There he learned to prioritize the relationship between client and advisor – and has been doing so ever since. Over time, moved from high-pressure sales roles to helping people solve problems. In 2013, with 15 years of experience under his belt already, he moved to Baird to do what he does best: provide objective, high-quality, customized financial advice.

Kevin is never afraid to dive in and learn new things. He feels if he doesn’t become well-versed in something his clients need – if he is not helping them in every way he can – then he is not doing his job. Educating others and breaking the complex down into simple steps is what he loves to do.