About Kevin

Kevin has 15 years of experience in the financial industry including management roles in both operations and trading. Kevin’s experience implementing best execution practices will be utilized to enhance the overall client experience at Carson Group.

Kevin graduated from Nebraska Wesleyan University in 2004 with a Bachelor of Science in Business Administration. Prior to working at Carson Group, Kevin worked for a large RIA with the majority of the experience managing an institutional trading team. Kevin currently holds FINRA Series 6, 26, and 65 registrations.

Kevin has been married to his wife Lyndsay since April 2015 and they have two young daughters. Kevin enjoys spending time with his family and friends and is a huge sports fan. Kevin’s favorite sports teams are the Nebraska Cornhuskers, Miami Dolphins, and Kansas City Royals. Kevin likes staying active by running races and golfing.

Kevin is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

What’s your favorite food:

What’s your favorite food: Pizza (anything except mushrooms)

Best piece of financial advice you received:

STAY INVESTED

Favorite movie or TV show:

Fugitive, Old School, and Kingpin

Favorite Holiday:

4th of July & Christmas

Place you’d most like to visit:

Rome, Italy