,CFP®
As a Senior Planning Associate, Kevin plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, he conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Kevin participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. He reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Kevin contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, he helps support Modera’s comprehensive planning process.
What do you value most in your client relationships?
The greatest value comes from growing alongside my clients through life’s changes. I value relationships that evolve over time, adapt as goals shift, and are grounded in mutual respect and shared purpose.
How do you feel you help to create impact for clients?
I believe the most meaningful impact comes from truly caring about my clients and their lives. By listening closely and putting their best interests first, I help them make confident decisions that align with what matters most to them
What do you enjoy most about working at Modera?
I value being part of a firm where doing what’s right for the client is the foundation of every decision, and where everyone is aligned around a shared commitment to exceptional client care.
Where did you grow up? Where do you live now?
I was born in Columbia South Carolina but was raised in Fort Mill, SC which is a suburb of the Charlotte area. After graduating from University of South Carolina I moved back to the Charlotte area and have been here ever since.
6101 Carnegie Blvd Suite 220 Charlotte, NC 28209
704-358-3322
6700 Fairview Rd., Suite 360 Charlotte, NC 28210
704-334-0894
CERTIFIED FINANCIAL PLANNER®
BS, Sport and Entertainment Management
