Kevin Looser

Wealth Advisor

With a career spanning 35 years, Kevin dedicates himself to helping individuals and families achieve their financial aspirations. Throughout his tenure in the financial industry, Kevin has been fortunate to receive numerous awards recognizing his commitment and success. However, he considers his greatest achievements to be the deep and enduring relationships he’s built with his clients—many of whom Kevin is proud to call friends.

Beyond his professional life, Kevin and his wife, Leslie, cherish their time spent at their lake house. Over the past many years, they’ve also focused extensively on philanthropic endeavors, dedicating their time and resources to various charitable causes.