FULL BIOGRAPHY
Kevin was inspired to enter the financial sector by the original “Wall Street” movie, initially drawn to the excitement and potential of being a stockbroker. However, he quickly realized that he did not enjoy the sales aspect and shifted his focus to more behind-the-scenes aspects of the industry. For over 25 years, Kevin has educated advisers and staff on regulatory obligations, ensuring that the firm fully complies with SEC, FINRA and State regulations to continue providing clients with the highest levels of customer service.
Before joining Wood Financial Group, Kevin served as vice president of supervision, where he honed his leadership skills and gained extensive expertise in financial adviser supervision. Kevin has previously held the Series 4, 7, 9, 10, 24 and 66 securities licenses. He graduated from the University of Michigan with a degree in economics.
In his leisure time, Kevin enjoys hiking with his girlfriend, spending warm summer days at the pool with his kids and traveling. On weekends, he can often be found playing disc golf with friends.