Kevin is the founder of Wealthmark Advisors in Western Washington, where he provides advisory services with a fiduciary standard. He specializes in helping individuals and families navigate the transition into retirement with a focus on tax-efficient planning, investment strategy, and long-term wealth preservation.
A Washington native, Kevin earned his degree in finance from Western Washington University and began his career in 2008—his first day coinciding with the collapse of Lehman Brothers. That experience shaped his perspective early on, reinforcing the importance of having a disciplined financial plan in place during times of uncertainty.
Kevin later stepped into nonprofit work before returning to full-time advisory, where he went on to earn his CFP® certification and launch Wealthmark Advisors. Today, he leads a growing team focused on delivering personalized planning and building long-term client relationships rooted in credibility, clarity, and results.
Kevin focuses on simplifying complex financial concepts to support client decision‑making. His work often centers around retirement income planning, Roth conversion strategies, estate planning coordination, and tax mitigation.
Outside of work, Kevin enjoys spending time with his wife, Kara, and their three kids. You’ll often find him coaching, staying active, or exploring the outdoors around the Pacific Northwest.