As a Wealth Advisor at InVestra, Kevin prides himself on delivering exceptional client service and building long-lasting partnerships grounded in trust, empathy, and consistent communication. He began his professional career in the financial services industry in 2017 working at a Credit Union while attending Winthrop University in Rock Hill, South Carolina.

Kevin discovered his passion for financial planning at Winthrop, and after graduating with a degree in finance, he returned home to Maryland and joined an RIA firm outside of Baltimore. There, he learned the fundamentals of wealth management while serving a wide variety of clients. Throughout his career, Kevin has developed deep expertise in wealth management with skills focused on, comprehensive financial planning, investment management, and client relationship management. He is committed to going the extra mile for clients by delivering customized financial strategies.

At InVestra, Kevin plays an essential role in ensuring the continuity, clarity, and quality of service across the client experience. He partners closely with our team of advisors to maintain and update financial plans, support clients through life transitions, and deliver thoughtful follow-up and communication. His presence strengthens our mission to provide accessible, personal, and insightful guidance—upholding InVestra’s values across all client relationships.

Outside of work, Kevin enjoys spending time with his wife and dogs and looks forward to starting a family in Columbia. When he’s not in the office, you can often find him on the golf course, enjoying an iced coffee from Dunkin’, or grilling a delicious dinner.