Serving as an investment analyst for Argos Capital Partners, Kevin analyzes and reports investment performance and opportunities to Argos’ client families. Based on the needs of each family, Kevin tracks a variety of unique investment opportunities, prepares investment subscription documents, processes trade confirmations and maintains compliance with SEC regulations.
Working directly with the Argos team, Kevin creates client meeting presentations to efficiently share results and opportunities so that Argos families can make the smartest decisions.
Prior to joining Argos Capital Partners, Kevin worked at Butler Associates Financial Planners as assistant advisor with a main focus in retirement income planning.
Kevin earned a B.S. in Personal Financial Planning with a minor in Economics from University of Missouri – Columbia. He also obtained CFP® certification.
In his spare time, Kevin likes to play guitar and attend concerts.