To review my resume', please review my LinkedIn profile, complete with recommendations from my peers and colleagues:
Kevin's LinkedIn Profile
Here is what other financial professionals are saying about me and my passion for sharing senior home equity solutions:
"It is extremely refreshing to meet someone your age with the values and principals that you expressed and exhibited during our meeting. If I have the opportunity to recommend a reverse mortgage to a client, I will definitely send him or her your way. Thank you again for all the information you so skillfully put together for me, and your explanations of the various STRATEGIES which can be employed in conjunction with a reverse mortgage"
Warland Griffith III, CFP, CBEC, CEPA
Wealth Management Advisors, Inc.
What I do and how I do it:
In the 2011 calendar year, I held over 100 meetings with financial planners, CFPS, and other financial professionals. This includes one on one meetings, lunch 'n learns, and speaking engagements, including educating CFP's and other financial professionals with Continuing Education Credits. Through these experiences, I have been able to gather an incredible amount of detailed data, and a general knowledge of how financial planners work, and what situations warrant the examination of a HECM loan. I continue to meet with new and existing referral partners from the financial planning world as a member of the FPA.
Some of the companies and associations that I am now affiliated with include:
Miami Dade FPA, South Florida FPA, South Florida WIFS,
SRES (Senior Real Estate Specialists), FTL Kiwanis, Jaycees, Rotary Club
Floridian Community Bank / Amtrust Bank / Community Bank of Broward / Regions Bank / Better Homes and Gardens Real Estate / Keller Williams Real Estate / IBM SE Credit Union
I have shared with them the strategies and insights that you will find on this blog, and look forward to hearing from you about your senior clients. We owe it to them to take a look at using home equity as part of their holistic overall retirement income plan.
Co- author, 62 Senior Moments
Author, E-Marketing in 2010 and Beyond
My high school sweetheart and our two incredible daughters