Kevin Crumly, CFP®, CPA, AIF®

Kevin Crumly, CFP®, CPA, AIF®

President

As president and chief investment officer, Kevin is responsible for implementing the firm’s investment policy and strategic initiatives.  He specializes in 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.  

With more than 25 years of investment and financial planning experience, Kevin assists clients with their specific or diverse wealth management needs.  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 and is a member of the Financial Planning Association, American Institute for Certified Public Accountants, Illinois CPA Society, and the Sangamon Valley Estate Planning Council.

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