Kevin started his career in 2008 at Wachovia Securities and has worked at Wells Fargo Advisors and UBS before joining The Strategic Financial Alliance as the owner of KJM Wealth management in 2014. Kevin works with business owners, retirees and families around the country. He focuses on comprehensive financial planning and asset management and considers it his mission to achieve an optimal retirement outcome for his clients.
Kevin earned his certification as a CERTIFIED FINANCIAL PLANNER™ professional from Emory University in 2008 and holds a B.S. in Systems Engineering and Computer Science from the University of Virginia. He also is Series 7 and 66 registered. He lives in Cumming, GA with his wife Katie and his two daughters where they attend Brown’s Bridge Community Church. In his free time, he likes to run, work in the yard and spend time at Lake Lanier with his family.
Kevin’s E-mail: kevin@thesfa.net
Direct Phone: (770) 274-6492 ext. 107