Kevin Rhodes, CFP®, CKA®

About Kevin

Since 1989, Kevin has been helping individuals and families build secure financial futures. A CERTIFIED FINANCIAL PLANNER®  professional since 1999, he has been an independent financial planner since 2005.

A Teacher at Heart

With undergraduate and graduate degrees in education, Kevin approaches financial planning as an educator first. He breaks down complex concepts into clear, actionable strategies—ensuring you understand both the "what" and the "why" behind every recommendation.

Understanding Your Unique Journey

Growing up on a family farm has given Kevin special appreciation for the value of hard work and insight into the challenges small business owners face. He's passionate about helping clients make good financial decisions, and his approach is built on integrity and an unwavering commitment to your best interests.

Life Beyond the Office

Kevin and his wife Mary have three grown children and four grandchildren. He is actively involved in his church and enjoys hiking (he's hiked the entirety of the Appalachian Trail in Pennsylvania), attending baseball games (he's been to all 30 Major League baseball stadiums), visiting national parks, and running. Kevin has completed 21 half marathons and four full marathons since 2013. His current running goal is 7 more half marathons in different states, as well as to run a 3-generational half marathon. Hopefully, one or more of the grandchildren will like to run!