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Financial Advice That Makes the Complex Simple

Meet Kevin

 

Kevin is a graduate of the University of Kentucky in Lexington, KY (Go Big Blue!) and a veteran of the pension and investment consulting industry. Prior to joining Carson Wealth in 2021, he formed his strategic partnership with Pangea Wealth in September 2019. He founded DC Advisors, LLC in 2001, which focused on workplace retirement plan consulting (401k, Defined Benefit, 403b, 457, etc.), investment management and financial planning for business owners and executives. Additionally, he was a Senior Pension Consultant with Transamerica Asset Management and Regional Sales Director for ING Retirement Services (now Voya) responsible for institutional investment sales and pension consulting across New England.

Kevin has earned the Accredited Investment Fiduciary™ professional designation from the Center for Fiduciary Studies in association with the University of Pittsburgh, Joseph M. Katz Graduate School of Business. He holds the following registrations: Series 6, 7, 63, 65 and 24 and is also currently licensed as a life, accident and health insurance professional.

Kevin helps clients understand that money doesn’t have to be complicated. He is a great listener who believes that everything starts with honest, straight forward talk.  When it is time for Kevin to speak up and dispense advice, he uses a common language and analogies people can understand. He knows that clients are often intimidated or scared to know where they stand financially. To that end, Kevin and his team help clients develop and understand their goals and build out a workable roadmap to pursue those goals.

Our people, process and partnerships allow our support team to help deliver our robust, personalized client experience. As large financial institutions are focusing on cost-cutting and delivering everything via a self-service digital experience, we are traditional in that we believe people want to talk and work with people they like and trust.  To that end, our operations and customer service team help us deliver a customer service experience we take pride in.

 

True Passion:  

Helping others.  Being a financial advisor and pension consultant allows me to help a lot of people and make a positive impact on their lives.

Mantra: 

Life shouldn’t be as complicated as we sometimes make it.  If you live your life by the Golden Rule, life can be Golden.

Dream job: 

If Kevin could do anything other than help clients plan and save for their future, he would likely be working as a travel and food/wine writer, restoring old muscle cars or working as a mechanic on European sports cars.

Places he would most like to visit: 

This is a long list, but it would start with an African safari, then throughout Southeast Asia (Thailand, Vietnam and Bali for starters).

Where to find Kevin when he’s not at work:  

Kevin and his family live in Walpole, MA.  When he isn’t trying a new recipe on the grill or in the kitchen, you will likely find him watching his kids at a hockey rink, LAX field, dance studio or cheer competition somewhere in New England.  In those rare moments of freedom, he might likely be enjoying the outdoors somewhere hiking, fishing or enjoying the sporting clays.