Kevin is a financial advisor with C.W. O’Conner Wealth Advisors, Inc. He joined the firm in 2013 and works closely with clients to establish and meet their business and personal financial goals. He and the team at CWO present clients with concrete action plans to bring inventive opportunities to life.
Kevin is involved in all aspects of the firm, including wealth planning, business planning, portfolio management, client reporting and due diligence.
He is currently a candidate for the Certified Investment Management Analyst® (CIMA®) certification through the Yale School of Management. Continuing education is important at C.W. O’Conner Wealth Advisors, Inc.
Kevin works to expand his understanding of financial and business issues important to clients and stays on top of trends and ideas in investments, financial planning and portfolio strategies.
Kevin earned a Bachelor of Business Administration degree in Business Management from Georgia College in 2013.
A lifelong Georgian, Kevin currently lives in Atlanta, Georgia. In his free time, he enjoys the outdoors, playing golf and attending sporting events.