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Kevin specializes in developing financial plans and implementing customized investment solutions for high net-worth clients to help them achieve their most important financial goals and dreams.
Prior to joining Umpqua Investments in 2009, Kevin was a Senior Vice President and Financial Advisor with Banc of America Investment Services. With more than 35 years of experience in the investments and financial services industry, Kevin designs well balanced portfolios that seek conservative to moderate growth, while managing risk through strict asset allocation strategies.
Kevin received his Bachelor of Science in Business from California State University, Sacramento and maintains his FINRA Series 7 and 66 securities licenses. In addition he holds life, health and long term care insurance licenses.
Kevin and his wife Mary have been married for over 36 years and have made Yuba City their home since 1986. They have three daughters and four grandchildren. Kevin is a member of Peach Tree Golf and Country Club in Marysville, CA. He is past director of the Yuba/Sutter Chamber of Commerce, past treasurer of the Buttes Area Boy Scouts of America, past treasurer of the Yuba/Sutter YMCA, and past director of the Marysville Rotary Club.