Kevin Crumly

Kevin Crumly

Wealth Advisor / CEO / CIO

Kevin started the firm in 1994 to provide wealth management services to small business owners.  With more than 30 years of investment and financial planning experience, he specializes in retirement planning, estate planning and business continuation planning.  As CEO and CIO, Kevin is responsible for implementing the firm’s strategic initiatives and investment policies.  In addition to his professional designations, Kevin obtained his MBA from the University of Illinois at Springfield.  Kevin is active in the community as well as professional organizations.

 

Kevin enjoys golfing and spending time spoiling his grandchildren.