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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Kevin is a Financial Advisor with First Investments & Planning, bringing more than 40 years of experience in wealth management and financial planning. He works with individuals, families, and business owners from his office in Leawood, Kansas, helping them navigate the complexities of managing, growing, and preserving their wealth.

Kevin’s approach centers on building strong relationships by understanding each client’s unique goals and values. He partners closely with clients to develop personalized financial plans designed around their investment, retirement, and estate planning objectives. Throughout life’s many phases, Kevin provides steady guidance, thoughtful advice, and a focus on helping clients make confident, well-informed decisions.

CREDENTIALS

Kevin holds a B.S. in Accounting from Central Missouri State University. Before becoming a financial advisor, he gained experience as a corporate auditor. He started as a Financial Advisor with MONY Securities and was with Money Concepts / Country Club Bank Wealth Solutions before joining First Investments & Planning. This diverse background equips him with a strong analytical framework to support comprehensive financial planning.

PASSIONS

Kevin values strong relationships—both professionally and personally. Outside of work, he enjoys spending time with family, staying involved in his community, and pursuing interests that keep him grounded and connected.

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE