Kevin is a champion of some of the world’s tallest peaks and of client relations—ensuring each client receives thoughtful guidance.
Joined Lido: 2025
Homebase: Ann Arbor, MI
Professional Focus: Has a strong client-first approach to wealth advisory, focused on assisting clients and being a steady partner in articulating and understanding their personal financial goals. Brings over two decades of experience outlining plans and guiding clients along their course.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.S., Accounting, Villanova University; M.B.A., Finance, Michigan State University
Previous Work Highlights: Served as Senior Investment Advisor at Exchange Capital Management (ECM) before its partnership with Lido in 2025. Prior to his time at ECM, Kevin was a Financial Consultant at LPL Financial, where he specialized in retirement planning and life insurance strategies.
