Kevin graduated from Point Loma Nazarene University in San Diego with a Bachelor of Arts degree in Business Finance. Kevin began his career with a local LPL Financial firm in Mission Valley primarily serving in a client service capacity. After a few years he decided to join Stratos Wealth Partners, another firm affiliated with LPL Financial. While with Stratos, Kevin continued to increase his knowledge base of retirement planning and investment management. Kevin is excited to join Overland & Shanahan to further expand his career while focusing on comprehensive financial planning, investment management and helping clients pursue their financial goals. He currently holds his Accredited Investment Fiduciary® (AIF®) designation.
Kevin is very active in the community and is involved with Big Brothers Big Sisters of San Diego County (BBBS) as a mentor, speaker and volunteer. Kevin is the Past President and a current board member for the Young Professionals Committee, a group that raises money and awareness for BBBS. When Kevin isn't working or involved with charities you'll find him exploring new restaurants, playing golf, or spending time outdoors.
