Having over 26 years of diverse experience in the financial industry serves as a strong foundation from which Kevin provides a vision and direction for the company. His competitive drive and tireless efforts to take care of clients and their families is evident from how the company is structured and in how the client experience is promoted. The specific goal is “individualized wealth management solutions and personalized customer service for each individual client”, but the truly desired outcome is a happy client.
Kevin has always had a strong desire to help people. This characteristic weighed heavily when choosing a career path and wanting to assist clients manage their wealth. As with everything in his life, he takes his job quite seriously and is reflected in his dedication and devotion to the business and clients. Whether it’s preparing a detailed financial plan, developing an investment program, reviewing portfolio investments or conducting detailed market research, the goal is simple—provide the most prudent and cost effective wealth management advice that serves the best interests of the client—all to make them a satisfied and happy client.
Kevin graduated from Kalamazoo College in 1989 with a Bachelor of Arts Degree, Majoring in Economics. He also earned a Secondary Education Teaching Certificate in Economics, Accounting, General Business and Physical Education. In 2001, Kevin earned a Master’s in Finance from the Haworth College of Business at Western Michigan University. He has passed Level I of the CFA designation, Level I of the CTFA designation, is a Licensed International Financial Analyst (LIFA) and completed the CBOE (Chicago Board of Options Exchange) program in Managing Concentrated Stock Positions.
Wealth Management Career
Kevin began his career in the financial industry as the Lead Research Analyst at Kalamazoo Investment Group in 1991. While there, he conducted all mutual fund research, was the lead analyst in the Technology, Healthcare, Financial and Telecommunication sectors while also having significant portfolio management and client relationship duties. In 2000, the company transitioned from an asset management company to a privately owned Trust Bank (Greenleaf Trust) where Kevin’s duties expanded to include substantially more research and portfolio management responsibilities. In August, 2007, he left Greenleaf Trust to help build a Registered Investment Advisory company in Syracuse, NY--Blue Ocean Strategic Capital (BOSC). While at BOSC, from 2007-2014, Kevin served as Chief Investment Officer, Director of Managed Portfolios, and Chief Compliance Officer where assets grew from $80 million to over $220 million. On January 1, 2015, Kevin left BOSC and founded Apogee Investment Management (AIM)—to focus solely on wealth management for a limited number of clients.
Kevin is an accomplished golfer, athletic official and sports enthusiast. While attending Kalamazoo College, he earned 4 Varsity letters in golf, 4 in baseball and 2 in football. He was MIAA conference golf champion twice, MIAA golf runner-up once, and was an all-MIAA Conference Baseball selection both as a shortstop and a catcher. Since college, Kevin has won over 60 local and state golf events—including the Michigan Amateur, Golf Association of Michigan Championship and Michigan Mid-Am, all in the year--2000. Overall, Kevin has six state championship titles, seven state runner-up finishes, 11 state top five finishes and 21 club championships in Michigan, New York and Florida. Kevin also qualified for and played in the Senior U.S. Open in 2016 in his first year of eligibility as a Senior. He has been a high school and college basketball official for over 25 years and has officiated football, baseball and softball at the high school level. Kevin has served on several board of directors and has been a financial consultant for several local non-profit organizations. He has volunteered for several coaching opportunities in softball and basketball and is active in local youth sports. BOSC, from 2007-2014, Kevin served as Chief Investment Officer, Director of Managed Portfolios, and Chief Compliance Officer where assets grew from $80 million to over $220 million. On January 1, 2015, Kevin left BOSC and founded Apogee Investment Management (AIM)—to focus solely on wealth management for a limited number of clients.