PRESIDENT / CEO of Silver Leaf Financial, Inc.
Kevin has served in the financial industry since 1990, helping clients preserve and grow their assets, increase their retirement income, minimize their taxes, and transfer wealth to their heirs more efficiently. He founded Silver Leaf Financial in 2003 on a mission to help his clients pursue their retirement dreams, while daily earning the trust they place in him. He loves the moment when he sees clients become comfortable and relaxed, knowing that they have a strategy in place that will help them accomplish their financial goals.
Kevin began his career as a financial advisor with a regional securities firm, quickly rising to become a supervising branch manager and registered principal, supervising the daily activities of more than 50 financial advisors and administrative personnel. Considered by many long-term clients as a friend, his ability to be a good listener has led to many confiding in him more than they do their own children. His clients come from all backgrounds and from around the world, and he has been retained by the State of Florida Department of Financial Services as a subject matter expert. Kevin holds Series 63 and 65 securities registrations and is life and health insurance licensed.
Born and raised outside of Chicago, Kevin earned a degree in Psychology from the University of Florida. He and his wife, Tamara, celebrated their 25th anniversary in 2019, and she has been an integral part of the business for over 10 years. Kevin enjoys hiking and fitness and loves working on his golf game. He also competes in dog agility trials with their dog, Sparky. Previously he competed with Zonda, who has also accompanied Tamara on over 550 pet therapy visits to local assisted living facilities through Hospice of the Valley. Zonda has now retired from Agility, and pet therapy after earning the highest designation awarded by the American Kennel Club (AKC), Distinguished Volunteer. Today you can listen to Kevin on his weekly Podcast!” His show is called Cruising Thru Retirement. It’s posted weekly on this website.
Email Address: Kevin@SilverLeafFinancial.com
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