Senior Wealth Advisor, Managing Director
North Canton, OH
Kevin is a Senior Wealth Advisor in MAI’s North Canton, Ohio office. He joined MAI in 2021 following the acquisition of Storey & Associates. Kevin has over 20 years of senior-level experience in financial services, which includes serving as the Chief Financial Officer for both public- and privately-held companies. He has previously led companies through complex restructurings, cost reductions, merger & acquisitions, and capital market transactions.
Kevin spent the first eight years of his career with Price Waterhouse as a Certified Public Accountant (“CPA”) in its audit practice. He graduated with a B.A. from Columbia University and an M.B.A. from Case Western Reserve University. Kevin holds the series 65 license and is pursuing the CERTIFIED FINANCIAL PLANNER™ designation. As an Advisor, he works closely with corporate executives, young professionals, educators, and retirees to help them reach their financial goals. Kevin and his wife reside in Bath, Ohio and are the parents of two adult sons. He is an active volunteer at his church and enjoys traveling, and maintaining a physical training routine.