About Kevin
Kevin focuses on his longstanding clients and his family since passing the reins on to the next generation of managing directors. In addition to serving private clients for over 30 years, Kevin has also served as a financial consultant to organizations such as the Scripps Clinic Medical Group and Sharp Rees‐Stealy Medical Group.
Dedicated to community service, Kevin has served as chairman of the noard of Scripps Hospital–Encinitas, chairman of the Rancho Santa Fe Community Foundation, and treasurer of the Ecke Family YMCA in Encinitas. Kevin also enjoys boating and keeping fit, but on most free days you will find him enjoying golf or time with his family.
Education and Professional Milestones
-Insurance licenses: Long Term Care, Life, Accident, Health, Variable Life
Kevin focuses on his longstanding clients and his family since passing the reins on to the next generation of managing directors. In addition to serving private clients for over 30 years, Kevin has also served as a financial consultant to organizations such as the Scripps Clinic Medical Group and Sharp Rees‐Stealy Medical Group.
Dedicated to community service, Kevin has served as chairman of the noard of Scripps Hospital–Encinitas, chairman of the Rancho Santa Fe Community Foundation, and treasurer of the Ecke Family YMCA in Encinitas. Kevin also enjoys boating and keeping fit, but on most free days you will find him enjoying golf or time with his family.
Education and Professional Milestones
-Insurance licenses: Long Term Care, Life, Accident, Health, Variable Life