About Kevin

I am a Wealth Management Advisor at TIAA and have almost 20 years of experience in the financial services industry. One of the many reasons why I enjoy what I do is because I’m able to work with individuals and families and guide them toward their financial goals. I find great satisfaction in helping them develop financial confidence and security. My areas of focus include asset management, retirement planning, income production, financial protection, legacy strategies, and trust services. I received my Bachelor of Arts from the University of Notre Dame. I reside in the Bay Area with my wife and two children. I enjoy spending time with them and am involved with coaching both my son’s soccer team and my daughter’s lacrosse team. I also enjoy spending time with my friends and playing golf. CA Insurance License #0L67833.