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Kevin James

Kevin James

Financial Planner

Kevin is a financial consultant whose education includes an MBA with a concentration in Finance.  Kevin has over 20 years of financial services experience working as a performance analyst with some of the nation’s top firms; Genworth, USI, and BB&T. Understanding planning for your future success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.  Kevin specializes in comprehensive financial planning that is objective, thorough, and suitable for each individual’s specific situation. He has guided many educators, retirees, and non-profit organizations throughout Hampton Roads through this process.  Kevin lives in Virginia Beach with his wife, Amy and their daughter, Marley.