Overview
Kevin is a Principal with CLA Wealth Advisors LLC and recently joined the CLA family. He has over 38 years of investment and wealth management experience serving institutions and high net worth individuals. Kevin seeks to know and help our clients by taking a wholistic approach to wealth management, planning and seamless delivery of our services.
Education
Kevin earned a BS in Mathematics from Coe College. He holds Series 65, 7 and 63 licenses.
In the community
Kevin has served as Board Chair and Investment Committee Chair for the Greater Cedar Rapids Community Foundation. He has also served as Board Chair for the Lutheran Services in Iowa Foundation as well as being a member of the President's Advisory Council for Coe College. He has been involved with several other non-profit organizations in the area.