Kevin D. Sweet, CFP®, CIMA

Kevin D. Sweet, CFP®, CIMA

Executive Director

Download vCard

Purdue University

B.S. Personal Financial Counseling
B.S. Consumer Affairs

Certified Financial Planner™ Professional
Series 65

Industry Experience
Since 1995
1995 – 1997 G.L. Pittsford & Associates
1997 – 2005 Ernst & Young

Column Experience
Co-founder and Chief Investment Officer

Flint, Michigan

Indianapolis, Indiana

Indianapolis Children’s Museum – Planned Giving Council
Indianapolis Museum of Art - Investment Committee
Traders Point Christian Schools - Board Member

Investment Management Consultants Association
Financial Planning Association (FPA) of Greater Indiana

Kevin co-founded Column Capital in 2005 after serving as Senior Manager at Ernst & Young, LLP in the Personal Financial Counseling practice. He served on the Investment Advisory Committee for Ernst & Young’s national investment practice. In addition to serving clients, Kevin is the Chief Investment Officer for Column Capital. Kevin has practiced fee-only financial planning for high-net-worth individuals for over 20 years. His experience is very broad, ranging from cash flow planning to complex estate planning solutions and sophisticated investment consulting. He delights in seeing his clients’ wealth grow through the implementation of their financial plans including a low cost, tax-efficient portfolio design. Kevin and his wife Janet reside in the Indianapolis area and have three young boys. Kevin is an avid reader and enjoys exercise when time permits.