Kevin joined the Compardo, Wienstroer, Conrad & Janes team as a Client Service Manager in 2018 in order to grow his career at Moneta. In his role, Kevin’s primary focus is to help clients achieve and maintain financial independence. He enjoys the complexity of serving many different Moneta client situations and opportunities to continue learning and growing as a professional.
Kevin is a recent graduate of Saint Louis University where he received a Bachelor of Science degree with a concentration in Finance. During his time at school, Kevin served as a Financial Solutions Associate for Edward Jones, where he assisted advisors with retirement planning strategy and portfolio rebalancing. In addition, he has experience as a Financial Planning Associate for Northwestern Mutual. There, he prepared financial plans and assisted in case preparation. Kevin is currently enrolled in the College for Financial Planning pursuing the CFP designation.
A resident of the Soulard neighborhood, Kevin enjoys playing basketball and hockey, as well as entertaining friends.