Kevin began working in the financial services industry in 2006. He currently serves as a Financial Advisor and is a Certified Trust and Fiduciary Advisor (CTFA) ®. He is a Bartlesville native graduating from Bartlesville High School in 1999 and graduating from Liberty University in 2003. Kevin serves on three non-profit boards: The Bartlesville Community Foundation, First Wesleyan Church, and the Green Country Free Clinic, which all serve the community in great ways.
Kevin’s knowledge and proficiency in the areas of charitable giving, estate planning strategies, and generational wealth transfer allow him to utilize a holistic approach with clients. Kevin’s ability to speak and translate Spanish bring an additional value to his role on our team.
In his spare time, one will find Kevin coaching youth soccer and basketball in the community. Kevin believes that youth sports is a great way to give back to the community while staying engaged in the interests of his own children. Kevin and his wife, Caroline, have the privilege of raising three young boys: Owen, Simon, and Lincoln. He and his family are members of First Wesleyan Church.
Investment and Insurance Products are:
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MO, NC, NM, OH, OK, OR, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.