Kevin is excited to join Overland & Shanahan to further expand his career while focusing on comprehensive financial planning, investment management and helping clients pursue their financial goals. He currently holds his Accredited Investment Fiduciary® (AIF®) designation.
Kevin is very active in the community and is involved with Big Brothers Big Sisters of San Diego County (BBBS) as a mentor, speaker and volunteer. Kevin is the Past President and a current board member for the Young Professionals Committee, a group that raises money and awareness for BBBS. When Kevin isn’t working or involved with charities you’ll find him exploring new restaurants, playing golf, or spending time outdoors.