Kevin E. Willoughby, CLU®, CFP®, RICP®

Wealth Management Advisor


Kevin Willoughby has been our financial advisor for over 25 years. We initially started working with him after we had our first child. He helped us get the proper level of life insurance in place and helped us to begin saving for our children's college education. He advised us on the best tax effective way to accomplish our education savings goals...and I'm happy to say we are done paying for college and it was relatively painless thanks to the planning Kevin helped us with.

As our careers evolved and our financial position changed, Kevin has been with us every step of the way and has evolved his business as well. We have put a lot of trust in Kevin and his team over the years and I have not been disappointed. Because Kevin has a team of professionals monitoring my investment portfolios he can focus on the big picture including my insurance needs, budget, estate planning, etc. He keeps us organized and holds us accountable to review our goals and financial position each year to make sure we stayed on track to achieve our short, mid and long-term financial goals. Kevin helps us to take the time to evaluate and clarify our vision for our future. This clarity was the foundation for building a well thought out plan to accomplish it.

I truly enjoy working with Kevin and his team, which has grown over the years...they are the BEST. They are responsive, helpful and always strive to make things as easy as possible. Over the years, I have recommended various friends and family members to work with Kevin. I consider myself a "tough critic" and only make recommendations that I truly believe are outstanding. Kevin fits this profile! I consider myself fortunate to have been working with him for over 25 years.


Lisa R.


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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