Kevin A. Veatch, Partner | CFO
Kevin has dedicated his career to serving the best interest of his clients. He serves as a lead on our institutional, corporate, and individual client teams.
Kevin has been a financial product professional for more than a decade. He has a deep understanding of the product technicals that drive outcomes for client plans. For this reason, he is at the core of our product analysis for every client and client situation.
Kevin holds a bachelor's degree from Lewis University. He has more than a decade experience in product selection, finance and suitability.
Kevin resides in Glen Ellyn, Illinois with his wife and son, Jack.