Kevin is a financial planning manager with EDGE Capital Group. He has over 10 years of experience helping clients intentionally design multi-generational plans for transferring the social, spiritual, and financial capital necessary for their families to thrive. Prior to joining our firm, Kevin served as the dedicated planner for the Sports & Entertainment Group at SunTrust Bank, where he worked closely with clients and advisors to build custom cash flow based financial plans in support of ultra-high net worth balance sheets.

From professional athletes to entertainers, corporate executives and business owners, Kevin has worked with a variety of individuals and families. What he enjoys most about financial planning is the unique challenge of helping clients organize, map out and put together their financial puzzle.

Kevin earned his B.B.A. in insurance and risk management from the University of Mississippi. After graduation he completed the University of Georgia’s Financial Planning program and is a Certified Financial Planner™. He is also a member of the Atlanta Estate Planning Council.

A native of the Atlanta area, Kevin lives with his wife and two children in Dunwoody. Outside the office, he enjoys mountain activities (skiing, fly-fishing, mountain biking), spending time at the lake and chasing the ever-elusive hole-in-one out on the golf course.