From ‘Physical Health’ to ‘Financial Health’
Kevin joined the practice in 2015 and became an owner in 2020. He came to the practice to help clients plan and pursue their financial goals. He sums up his passion for financial services this way, " In my years of corporate wellness, when talking with clients, I always brought up a question to gauge their willingness to change. “People can spend their entire lives sacrificing their health to gain money. Then, when they get to retirement years, they sacrifice all of their money to try and regain their health. Does that remind you of anyone?”
Inevitably, my health clients could name a tragic case off the top of their head of someone who made it to retirement, only to pass away shortly after and not being able to enjoy those years of hard work. I know how important a financial plan is for the future of my own family. My years in the wellness field helped crystallize, just as it’s important to have a wellness plan, it is equally as important to have a financial plan for your future. After much thought, prayer and consideration, it was obvious to me that helping people come to peace with Financial Health was where I wanted to transition my professional goals.
Kevin holds Series 6 - Investment Company Products/Variable Contracts Representative; Series 63 - Uniform Securities Agent State Law Exam; Series 65 - NASAA-Investment Advisors Law Exam- Life and Health Insurance licenses. He is a graduate of Oklahoma State University and holds a Master’s of Science in Nutritional Sciences. He is a certified Personal Trainer and a Certified Behavioral Health Coach. His professional leadership, knowledge and motivational energy was respected by Devon Energy, Oilfield Plastics, Con-way Freight, UMB Bank and Air-Products Chemicals employees and their families.