Kevin has been in the financial services industry for more than 30 years, primarily as a Regional Sales Director for nationally known insurance and investment firms. He interacted daily with retail investment advisors and agents throughout the Southeast, coaching them to greater success with their clients. Now it’s his turn to bring the knowledge he has gained and the skills he has used coaching advisors to his own clients at NorthStar Financial and Retirement Planning, serving as an Investment Advisor Representative (Series 65).
Kevin’s goal is to provide benefits and strategies of wealth accumulation to small-business owners and individuals. These strategies work during pre-retirement and accumulation planning into a successful retirement income phase for a stress-free retirement.
Kevin and his wife, Alyson, have lived in Charlotte, North Carolina, for nearly 20 years. They have two children who have completed their high school and college educations in Carolina schools, and live nearby, in Charlotte, which makes their parents extremely happy! Kevin and Alyson met in college in New Orleans and began investing in real estate before graduating.
When not coaching and planning, Kevin’s other passion is the outdoors. He enjoys managing his timber farm, KP Farms, in Chester County, South Carolina, where he raises loblolly pine trees for wood production. Kevin created a hunting and recreational club in 2006, so others could participate in the environment he loves.
2300 Mirow Place
Charlotte, NC 28270