An industry expert dedicated to helping you for the long term.
As Vice President, Wealth RPS Advisor, Kevin is responsible for 401(k), 403(b), profit sharing and other qualified plans in the Racine and Kenosha marketplace. His primary responsibilities include assisting plan sponsors with plan design and investment menu construction. Kevin is dedicated to helping plan participants understand their company’s retirement plan. Kevin's experience includes working with retirement plans ranging in size from small local start-ups to national Fortune 500 companies exceeding 40,000 participants and $1.5 billion in assets.
Experience
- BBA in Finance and Risk Management and Insurance from the University of Wisconsin – Madison
- MBA – Villanova University
- 35 years of experience in the employee benefits industry
- Registered Investment Adviser Representative
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Plans
Community Involvement
- Former board member to Vision Forward Association in Milwaukee
- Former president of Wisconsin Retirement Plan Professionals