| As a co-owner, Kevin leads TruNorth Capital as President, CEO, and Chief Compliance Officer, bringing 20 years of wealth management expertise. A Western Michigan University graduate with degrees in Accounting and Finance, he holds distinguished credentials including CPA licensure in Michigan, the CFP® certification, and the Certified Private Wealth Advisor® designation. His comprehensive financial planning approach combines rigorous academic training with extensive practical experience serving high-net-worth families and institutions. The CFP® and CPWA® designations reflect his commitment to maintaining the highest ethical standards and expertise in complex wealth management strategies. |