Your Advisor & Team

Kevin graduated from Truman State University in 1990 with a B.S. in Accounting, having received a full-ride academic scholarship funding his education. He established his career working in public accounting in St. Louis, Missouri, at the firm of Coopers & Lybrand where he worked as a Senior Auditor. Kevin moved into corporate accounting, working as an Accounting Manager, Assistant Controller, and Accounting Systems Consultant. In 2003, he elected to move into financial planning with the goal of uniting his extensive background and professional knowledge with his desire to make an impact in the lives of his clients. He passed the CFP® Professional examination in one sitting and continues to work extensively on providing a holistic approach to help his clients achieve their individual goals.

Jane graduated from Truman State University in 2019 with a B.A. in Communication. She joined New Perspectives Financial Services, LLC in 2021 starting with the firm managing social media while learning the business and will eventually be able to fully take care of clients. 

Ashley graduated with her bachelor’s degree in Human Resources from Marquette University in 1999. She joined New Perspectives Financial Services, LLC in 2017 as Advisor Assistant.