kevin@capstoneinvest.com

Kevin joins Capstone after a 21 year career in the financial services industry having provided institutional support services to financial advisors ranging from institutional money management and portfolio design to back-office support. 

With a global view on portfolio design as well as comprehensive and needs based financial planning, Kevin brings a fresh perspective and expertise to our firm while focused on the fiduciary standard Capstone embraces.  Having witnessed “it is different this time” throughout his career, he is a firm believer in delivering realistic investment and financial planning strategies designed to help clients focus on meeting their goals. 

Kevin has previously held the FINRA Series 7, 24 and 65 licenses before joining Capstone. Kevin majored in Marketing at The University of Oklahoma.

Free time is spent with his wife and family while supporting their boy’s endless sports and other activities.