Professional Experience
Kevin joined Sentinel Group in 2020 as part of the merger with ABG of Michigan/ABGPS (joined ABGPS in 2015). Kevin has a deep understanding of Defined Contribution plans having had experience on the plan administration as well as the investment side of the retirement plan business.
Kevin works closely with plan sponsors offering fiduciary governance and retirement plan management in an effort to increase plan effectiveness and positive retirement outcomes for participants.
Educational Background and Certifications
- University of Washington – BA, Business Administration, Finance
- Qualified 401(k) Administrator (QKA), American Society of Pension Actuaries
- Certified Plan Fiduciary Advisor (CFPA), National Association of Plan Advisors (NAPA)
- Certified Health Savings Advisor (CHSA), Access Point HSA
- FINRA Series 65
- Accredited Investment Fiduciary®, AIF®
- Nonqualified Plan Advisor, NQPA™