As President of WealthCrossing, Kevin provides tax, financial, estate and investment counseling strategies to high net-worth individuals, business owners and corporate executives. His experience includes advising on tax issues related to business transactions, wealth transfer planning, individual income tax planning and compliance, trusts, estates and charitable giving.

Prior to co-founding WealthCrossing in 2005, Kevin managed the Richmond Virginia Financial Counseling Practice at Ernst & Young for 17 years, where he earned a reputation as a respected and innovative advisor in the area.

He graduated Phi Beta Kappa from the College of William & Mary, and has pursued additional tax studies through the William & Mary LLM program. He’s a certified public accountant and a CERTIFIED FINANCIAL PLANNER® professional. Kevin is a member of the AICPA and its tax and personal financial planning divisions. He is also very active in the community serving on the board of the Doorways, Childsavers and Virginia Baseball Coaches Association.