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Kevin McVeigh, CFA
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Kevin McVeigh, CFA

Partner | Lead Advisor


25 years ago, I took a leap. As an adventurer at heart, this is not out of the ordinary, but dropping everything to help run a small business sits a little differently than barreling down a cliffside at a 45-degree angle on two wheels with a hand break. It’s a whole different beast.

On a personal note, as a MSU alum living in Ann Arbor, I ask myself daily whether I’m a Wolverine or a Spartan. Who knows? I enjoy the outdoors, athletics and adventure. I have competed in many triathlons over the years, summited some of the world’s tallest peaks, and explored some of the earth’s most breathtaking locations. The past adventures have been incredible, but what excites me the most is the opportunity to experience all new adventures with my wonderful wife Andrea, my daughter Ella, and my son Michael. Even if Michael refers to me as “old and dusty.”

These past 25 years have been filled with the joy of helping people accomplish their goals. Seeing where we are today makes that leap all the more worth it.


  • Assists our clients in understanding and articulating their individual financial goals and challenges.
  • Outlines a plan to reach client objectives and guides the client along their charted course.
  • Champion of client relations - ensures that our processes and communication always reflect our belief that our clients are more than just a number.


  • Michigan State University
    MBA - Finance
  • Villanova University
    BS - Accounting
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