- BS, Managerial Economics, University of California, Davis
- MBA, University of Southern California, Marshall School of Business
Kevin joined the firm in 2004 and serves as Managing Principal with Carol Benz. Kevin’s expertise includes portfolio design and management, estate planning, charitable giving, and other wealth management strategies.
Kevin previously worked for several large financial services companies including Charles Schwab & Company, Visa International, and Providian Financial Corporation. At Charles Schwab, Kevin was a member of the Affluent Client Group and was an important contributor to the launch of several new wealth management and estate planning services, including the Schwab Fund for Charitable Giving.
Kevin lives in Half Moon Bay with his family.