For the past 28 years Kevin has delighted clients in a broad range of financial advisory activities. A CPA and Personal Financial Specialist, Kevin founded and led a public accounting firm prior to founding Trusted Financial Partners, a wealth management firm. Today, Kevin serves as a senior wealth strategist and investment advisor.

Focus
— Devising investment strategies that make
clients’ goals and dreams a reality
— Wealth enhancement and protection,
wealth transfer and charitable giving
— Business strategy and business succession  

Prior Experience
— Founder, President & Managing Partner,
O’Connor Gearty & Co.
— Partner, Carver Moquist & O’Connor

Education:
— MS, Information Systems, University of Wisconsin
— BA, Accounting and Economics,
St. Mary’s University of Minnesota
— Certified Public Accountant®
— Personal Financial Specialist designation, AICPA

Other:
— Deacon, St. Joseph the Worker Church
— Community Volunteer