Education:
Purdue University
Degree
B.S. Personal Financial Counseling
B.S. Consumer Affairs
Certification
Certified Financial Planner™ Professional
Certified Investment Management Analyst
Series 65
Industry Experience
Since 1995
1995 – 1997 G.L. Pittsford & Associates
1997 – 2005 Ernst & Young
Column Experience
Co-founder and Chief Investment Officer
Hometown
Flint, Michigan
Resides
Indianapolis, Indiana
Activities
Indianapolis Children’s Museum – Planned Giving Council
Indianapolis Museum of Art - Investment Committee
Traders Point Christian Schools - Board Member
Memberships
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 through complex estate planning solutions and sophisticated investment consulting. He delights in seeing his clients’ wealth grow through the implementation of their financial plans including 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.