EXPERIENCE: Kevin Doak, CFP® , has been in the industry since 1990. He specializes in investments and retirement and estate planning.
EDUCATION: B.S. in Management, Southern Illinois University Edwardsville
PROFESSIONAL: Kevin is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), a Certified Trust and Financial Advisor (CTFA) and a Certified Retirement Services Professional (CRSP). He is also a graduate of the Cannon Financial Institute's Trust and Retirement Plan Services Schools and the American Bankers Association National Graduate Trust School.
BELIEFS: Kevin believes a client should feel comfortable with their advisor and, most importantly, trust who they are working with.
"My responsibility is to help my clients develop a plan that they are comfortable with so that they can enjoy the most important things in life. Having a plan that you are comfortable with and an advisor your can trust to do what's in your best interest every single time are big keys to financial security."
AWAY FROM THE OFFICE: Kevin lives in Edwardsville with his wife Sue and their two daughters. He enjoys volunteering in the community, coaching his kids' athletic teams and golfing.
ORGANIZATIONS: Kevin serves as a Board Member for the Goshen Rotary, an allocations Chairman for the United Way of Greater St. Louis, and is a Property Board Member of the Girl Scouts of Southern Illinois. He is also a member of the Estate Planning Council of St. Louis and the American Bankers Association Institute of Certified Bankers.