CONNECT

Address:

4350 Congress St Ste 300
Charlotte, NC 28209

Phone:

(877) 70-LEARN (53276)

About Us

Educated at Siena College in Albany, and Bond Uni in Australia, Kevin began his career in Rochester, N.Y. for a highly successful financial planning practice where he worked alongside his father in deferred compensation.

Kevin then moved to Baltimore, where he traded stocks, bonds, options, and commodities at T.Rowe Price.

Taking a break from the business sector, Kevin briefly worked as a writer’s assistant for one of NBC’s top comedies, “The Office” and “Parks & Recreation”.

He returned to Financial Planning when he moved to China and spent 7 years building one of the largest Financial Expat Consulting firms that was purchased by the deVere Group.

Currently based in Charlotte, N.C., Kevin founded Intuitive Compensation Group where he uses his skills of working with American business owners and Chinese partners to inform owners and partners in the US of strategies to help protect, incentivize, and compensate other owners and/or key employees. 

Today, Kevin makes live appearances all over the country and helps business owners, partnerships, business brokers (buyers & sellers), and key employees align their goals with workable compensation models that incentivize over time without running into some of the roadblocks of giving away equity, or being stuck with a minority stake in a company where you can’t control dividend distribution. 

15 Years of Experience

LICENSES
  • Life, Health, Disability, Accident and Health, and Long Term Care Insurance
  • FINRA Series 7
RECOGNITION
  • Top Producer RL360
  • First Year 2015 Rising Leader
  • Second Year 2016 Rising Leader
EDUCATION
  • Bachelor of Science in Marketing and Management at Siena College
COMMUNITY
  • A Night for Children Rights
  • Hug it Forward

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck