Kevin England,
CFP®

Kevin serves as our team’s Director of Financial Planning where he utilizes his passion for our industry to design financial plans that are client centric, tax-efficient and results driven. He is a graduate of Colorado State University, Fort Collins with a Bachelor of Science degree, majoring in Finance with an emphasis in Personal Financial Planning. In addition, he is also a CERTIFIED FINANCIAL PLANNER™, professional and has over 13 years of experience in the financial services industry.  Throughout his career he has always been focused on the impact improper tax planning can have to a client’s financial outcome, and as a result he is now currently studying to become an IRS Enrolled Agent. Kevin currently holds the Series 66 and a Colorado Life and Health insurance license. 

In his free time, Kevin enjoys exploring the great Colorado outdoors with his dog Cam, going on the occasional cruise of the open sea, and is an avid College football fan.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.