Kevin Penner

As a Senior Family Advisor, Kevin works with multi-generational families to build strategic wealth management plans around client goals and objectives. Kevin brings expertise in advanced planning, including cash flow modeling, wealth transfer strategies, tax and risk mitigation analyses, lending solutions, philanthropic planning, and portfolio optimization.

Kevin puts an emphasis on the relationship when partnering with clients and their trusted advisors. He focuses on building a successful team that works closely together to provide a high level of service to clients. His team proactively discusses different planning opportunities and strategies to consider as tax and estate laws change.

Kevin grew up in Sammamish, Washington before earning his B.A. in Business Administration from the University of Nevada Las Vegas. He is a Certified Financial PlannerTM professional and also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.

Prior to becoming an advisor, Kevin played golf professionally competing across the PGA, Korn Ferry, and McKenzie Tour.