In my 20-year career, my focus has always been helping people make good choices. Whether it’s how to create a charitable giving strategy that will help a worthy non-profit for years to come after their passing, or how to pass hard-earned wealth down to the next generation in the most tax efficient manner, I’ve always been passionate about helping clients realize those possibilities. I focus on the feelings and emotions of financial decisions and to help clients not just visualize what their goals are, but how to reach them.
Kevin is a co-founder of and Managing Partner of LWM. He also serves as the Chief Compliance Officer. He creates charitable giving strategies and complex financial planning outcomes for the firm’s clients and serves as the Chief Financial Officer at LeConte.
He holds an MBA in Finance from the University of Tennessee, Knoxville and a Bachelor of Arts in Music and Political Science from Furman University.
Kevin began his career in the Trust Department of AmSouth Bank in Birmingham, Alabama where he focused on creating risk adjusted portfolios for high net worth clients in central Alabama. He then joined SunTrust Investment Services as a Private Financial Advisor in Tennessee, where he partnered with Hoy Grimm to advise high net worth clients throughout the region.
He has served as Chair of the board of the United Way of Blount County, Chair of the board of Leadership Blount, and as the VIP Chair of the Blount Partnership. He’s led multiple fundraising campaigns with United Way and the Clayton Center for the Arts at Maryville College , and has been involved in various roles with New Hope Children’s Advocacy Center, Maryville City Schools Foundation and Community Food Connection. He and his family are actively involved at First United Methodist Church in Maryville, where he sings in the choir and performs in worship as an instrumentalist.
He and his wife, Vanessa, live in Maryville with their four children.