Kevin Crumly, CFP®, CPA, AIF®

Kevin Crumly, CFP®, CPA, AIF®


Kevin is the president and chief investment officer and is responsible for implementing the firm’s investment policy and strategic initiatives. With more than 20 years of investment and financial planning experience, Kevin is able to assist clients with their specific or diverse wealth management needs.  He also specializes in the following areas:  retirement planning, estate planning and business continuation planning for small business owners.  Kevin is committed to serving the wealth management needs of the firm’s clients. 

In my spare time, I enjoy: Golfing and fishing

When I’m not working, you will find me: Doing what my wife tells me.

Proudest accomplishment: Starting my own business

One thing you may not know: I can play the guitar

Family members: Diane, David, Erin, Colleen

Favorite holiday: Christmas

Best piece of financial advice received: Don’t work for nothing

If I could meet anyone, past or present, it would be: President Reagan