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Describe your perfect day?
An early round of golf, a family hike to a remote lunch spot with a view, and attending a University of Oregon football game in the evening (Go Ducks!).
What do you most like about your job?
Learning about people's life journey and helping them provide a better financial future for their family.
Surprise us, something we don’t know about you?
I am a history nerd and an avid budget traveler and that has spent time in over 25 countries
How long have you worked in Financial Services?
17 years
Meet with Kevin
Bachelors of Arts University of Oregon
CFP® Certification Program - University of California Irvine
Certified Private Wealth Advisor® - Yale School of Management
Enrolled Agent with the IRS
Investments, Taxes, FIRE & Retirement Savings Strategies, Business Succession/Exit Planning, Equity Compensation, and Legacy Planning
Kevin has been in the financial services industry for over 15 years. He has held roles as a Private Wealth Advisor at US Bank, Senior Financial Consultant with TD Ameritrade, Financial Advisor at Edward Jones, and was the Senior Wealth Planner for Umpqua Private Bank.
Kevin began his career in financial services in 2008 and brings over 15 years of experience helping clients navigate life’s most significant financial transitions. Whether planning for retirement, preparing for future liquidity events, or entering a new life chapter - Kevin is passionate about thoughtfully guiding individuals through complex financial decisions. Kevin’s approach to financial planning is centered on understanding each client’s unique values and priorities. He focuses on identifying opportunities to enhance portfolio efficiency and developing clear, actionable strategies to help clients achieve their long-term goals.
Outside of work, Kevin is a sports enthusiast, enjoys exploring the great outdoors, and is always looking forward to the next weekend adventure with his family.
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Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.
Just book a free 30-minute Strategy Session. We’ll learn about your goals, walk you through how we work, and answer any questions you have. If it feels like the right fit, we’ll guide you through the next steps to kick off your plan.
Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Your Domain advisor is here to guide you through every part of your financial life. That includes things like investments, cash flow and spending, tax planning, retirement planning, real estate and home affordability decisions, equity compensation, education savings, estate planning, and insurance. No matter your goals, you'll get expert, personalized advice—and a clear path to reach them.
Initial plan creation takes about 3–4 weeks for our Essential and Strategic Plans, and 6–8 weeks for the Comprehensive Plan, depending on the complexity of your finances. From there, your membership continues with ongoing coaching, plan updates, and support—so we’re with you well beyond the first draft, helping you adapt and make smarter decisions as life evolves.
Every membership includes a kickoff meeting, 2–4 coaching sessions, an annual plan update, and ongoing email support from your dedicated CFP®. You can space out your sessions throughout the year or use them closer together when you’re facing a big decision—like changing jobs, buying a home, or making a major investment. We’re here whenever life calls for a smarter strategy.
You’ll receive a personalized financial plan and financial model built around your goals—complete with step-by-step recommendations and a clear roadmap to follow. You’ll work one-on-one with a dedicated CFP® advisor who will guide you through every detail and help you confidently put your plan into action. Your sessions and support are tailored to your plan type, ensuring you get exactly what you need to make smarter financial decisions.
We genuinely believe you’ll love your membership and plan—but if it falls short, we’ll make it right. Your advisor will address any concerns and make adjustments as needed. If you’re still not satisfied, we’ll give you a full refund. That’s our 100% Satisfaction Guarantee. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee
All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.
Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.
Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.
Absolutely—and your advisor will help you stay one step ahead. Your Domain plan is built to adapt as your life unfolds. Whether you’re exploring new goals, making a big decision, or navigating changes in your personal or financial life, we’ll proactively revisit your strategy to keep it aligned with what matters most.
Life changes—and your strategy should too. With an annual membership, you’ll get updated guidance each year and ongoing access to your advisor. Whether your goals shift, your income changes, or something unexpected comes up, we’ll revisit your plan together and keep you on the best path forward.
For now, our services are only available to clients currently residing inside the US.
Easy—just email support@domainmoney.com.
Domain Money is a team of expert CFP® professionals on a mission to make best-in-class financial advice accessible—without the complexity, hidden fees, or product sales you’ll typically find elsewhere. Our advisors act as fiduciaries, always putting your best interests first. We don’t manage your assets, sell investment products, or earn commissions—so our advice is 100% objective. Financial planning and investment advice are provided through Domain Money Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
