Focus: Insurance Strategies, Investment Strategies
"Ever since I was young I was interested in the growth of money,” says Kevin Gutwein about his early fascination with all things financial. Then, as a twelve-year-old, he started working in his grandfather’s business. As his paychecks accumulated, Kevin asked his mother what he could do to make his money grow faster. “And that’s how I ended up owning a Certificate of Deposit when I was in the sixth grade,” he laughs. “I was saving for a car when I was just twelve years old!”
As he was about to graduate from Purdue University with a degree in business, it was his father who dispensed sage advice. “Why don’t you meet with my financial advisor and ask him about his career?” he counseled. Kevin did, and knew instantly that this was the path he would follow. “I knew I wanted to help people, I am goal-oriented and the only thing I enjoy more than reaching my own goals is helping others reach theirs,” he says.
Well over a decade later, Kevin has built a successful financial planning practice of his own. Many of Kevin’s clients are mid-career professionals and business owners who are used to managing their own finances. However - as their lives become more complex with family obligations, growing businesses and evolving careers - they seek someone to help guide them to financial independence. Regardless of where clients find themselves in life, Kevin can assist. Through his comprehensive approach he identifies specific goals, and then develops a plan to reach them.
Kevin lives in Zionsville, Indiana with his wife Laura, and their four children. Outside of work, Kevin is equally goal-oriented. He maintains a dedicated workout regimen and participates in seasonal events such as trail biking and triathlons. To unwind, he particularly enjoys coaching his son’s basketball team and mentoring the youth at his church.
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