Kevin’s calling to help people with their finances was his driving reason to start at Trilogy. He discovered early on that practicing discipline of strong financial habits over the long term was much more impactful towards reaching goals of financial freedom and felt compelled to teach others. His approach to financial planning acknowledges each clients’ unique situation and past experiences to develop a specific plan that they can understand and make meaningful progress toward their goals.

Kevin’s passion for helping others has always been a cornerstone of his career. From teaching the next generation about ocean safety and first aid when he was with the Huntington State Beach Junior Lifeguard Association to his years of relationship building while at Trader Joe’s, Kevin was excited to use his interpersonal skills in a way where he knew he could also make a difference. Kevin has been with Trilogy since 2024 and is an Investment Advisor Representative with Trilogy Capital, Inc., where he currently holds his Series 65 registration, as well as his California Life and Health Insurance License. His educational background includes a B.A in Business Administration from California State University, Fullerton, as well as an A.A. in History from Golden West College.

Kevin is also enthusiastic about traveling and discovering new experiences. Whether it’s a cross-country trip to visit a friend, or just to the local mountain to snowboard; he’s always on the move. Even on weekends, Kevin still finds himself traveling home to Huntington Beach visiting friends and family, or even to other coastal cities with his brother.