Kevin is a CERTIFIED FINANCIAL PLANNER® professional dedicated to helping individuals and families build confidence in their financial future. He graduated from the University of Wisconsin–Madison before serving in the Marine Corps as an Intelligence Officer, completing two deployments to Afghanistan and attaining the rank of Captain. Following his military service, he earned an MBA from the University of Minnesota–Twin Cities.
Kevin is passionate about helping clients identify and achieve their long-term financial goals. Taking an educator’s approach, he works to simplify complex financial topics and empower clients to make informed decisions. By developing personalized strategies tailored to each client's unique needs, Kevin serves as a trusted partner through every stage of life—from building wealth to navigating retirement.
Committed to the Community
Kevin believes that strong communities begin with strong families, and strong families are built on a solid financial foundation. Through a comprehensive planning approach, he helps clients create strategies designed to support their goals and values.
Outside of the office, Kevin is actively involved in the Racine community. He serves on his church’s finance committee, is a board member of the Racine Literacy Council, and is a member of the Racine Curling Club.
Guided by Core Values
Kevin’s family, faith, journey to becoming an Eagle Scout, and service in the Marine Corps instilled in him the values of integrity, honesty, and loyalty. These principles guide his work and form the foundation of the lasting relationships he builds with clients—many of whom become lifelong friends.
Why Baird?
At Baird, clients benefit from the resources and capabilities of a leading global wealth management firm combined with the personalized service of a local advisory team. With access to specialists in estate planning, education planning, insurance, executive compensation, and more, Kevin and his team provide comprehensive guidance designed to help clients navigate every aspect of their financial lives.