Kevin Groves

Joining our wealth management team in 2015, Kevin partners with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals. As a Certified Financial Planner (CFP®) Kevin provides guidance across investment management, retirement planning, and tax-efficient wealth transfer.

Known for his thoughtful approach and commitment to service, Kevin takes the time to listen, educate, and collaborate, helping clients make informed decisions. He works closely with clients through every stage of life, adjusting their plans as their priorities evolve.

When not working with clients, Kevin actively enjoys traveling, the outdoors and spending time with his family, which bring balance to his professional life.

Kevin holds a Psychology degree from the University of Oregon. He is committed to ongoing education and staying ahead of the evolving financial landscape to better serve his clients.

Let Kevin guide you on your financial journey and help you turn your aspirations into achievements.