Financial Advisor, CFP™
Kevin is a financial advisor at Harwood Financial Group. Kevin is a graduate of Michigan State University, where he earned his degree in finance from Eli Broad College of Business. Kevin began his career in the financial services industry in 2000, and is an Investment Adviser Representative of The Harwood Financial Group and a licensed insurance agent.
Kevin has also earned his designation as a CERTIFIED FINANCIAL PLANNER ™.
He specializes in working with individuals and families in developing retirement income, managing their money, and correctly positioning their IRA and 401K plans. Kevin works closely with Robert Harwood in implementing comprehensive strategies to enable clients to build and preserve their wealth. Kevin is available to review your accounts with you and answer any questions you may have.
Kevin and his wife, Carolina, reside in the New Tampa Area, with their two children Isabella and Nathan.
The best thing about being a part of Harwood Financial Group is that I know I am working with a firm with strong ethics and commitment to doing what is in the best interest of our clients. As a CFP® professional, l love being able to apply my training and experience to assist our clients in developing solid and sustainable investment and retirement plans. I worked in the financial services industry for a number of years before my wife and I moved to Florida from Michigan to start our family. After researching Tampa Bay’s top financial firms, I was impressed by Robert’s leadership and practical approach to the planning process. Working alongside of Robert, I assist our existing customers with financial planning, in addition to creating new relationships with customized retirement plans. It’s exciting to know I have the knowledge base and industry experience to contribute to the overall success of our great firm.