Kevin Wells

Background

About Kevin Wells

Beginning with a career in public accounting and tax services, I quickly began to see that many of my clients were being underserved in many aspects of their financial lives. One of the largest drains on a person's income, investments and overall wealth is taxes. Being an IRS Enrolled Agent with a Master's degree in Taxation and career background in public accounting allows me as an advisor to help clients avoid costly tax missteps and to create a tax-efficient investment portfolio and personal financial plan. While there are many important aspects of a solid financial plan, the best financial plan is the one that you will follow and that will grow and adapt as you do. As such, just as important as managing the money and the "math" behind a person's finances is carefully managing one's behavior around both financial and non-financial decisions. Helping clients to make their own unique decisions and help them achieve their financial goals is central to everything we do.