Connect with Kevin:

As a Senior Operations Associate, Kevin is responsible for supporting the business operations and the firm’s advisors. With over 16 years of experience in financial services, Kevin Pietrzyk brings excitement and creativity to the operations process. He has developed his skills at one of Cleveland’s premier 401(k) TPA firms and one of the nation’s largest retail brokers.

Kevin has had a passion for finance from a young age, and continuously educates himself on the most current financial markets. He earned a Bachelor of Science from the University of Akron with a major in Finance. He is a Certified Financial Technician (CFTe) through the International Federation of Technical Analysts, Inc. (IFTA) and a Chartered Market Technician® (CMT) through the Chartered Market Technician Association.

When not in the office, Kevin enjoys multiple outdoor activities including snowmobiling, cycling, and endurance running. Much of his vacation time is spent enjoying the snowy winters and cool summers of Northern Michigan.