As a former small business owner and plan sponsor, Kevin is acutely aware of the importance of robust plan design, educating plan sponsors of their fiduciary responsibilities and controlling plan expenses to maximize plan returns. Kevin is particularly passionate about participant education and providing plan participants with the tools and support to adequately plan for a successful retirement.
Prior to joining Clearwater Capital Partners, Kevin was Vice President and Director of Consumer Lending at West Suburban Bank where he was responsible for Mortgage and Consumer Lending, Loan Servicing and Collections. In addition, he had direct oversight of all Compliance and Legal functions related to the Consumer Lending functions.
Kevin began his career in finance in 1984 working for Associates Commercial Corporation. In 1989, he founded an Automobile Finance and Mortgage Lending company where his passion for consumer education grew. In 1995, he merged his company with another residential lender and became President of Shamrock Bancorp, a Mortgage Banker with 20 employees and $200 million in annual sales. In this role, Kevin was responsible for Sales, Operations and Employee Benefits, including the sponsorship of the Qualified Plan.
Kevin resides in Gilberts, Illinois with his wife Sally. He has three adult married sons, three wonderful daughters-in-laws and five grandchildren. Kevin is an active member of the Clearwater Capital Foundation, leading the Grant Committee and is also an active volunteer in numerous capacities throughout the community.