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Kevin has served in many roles over his more than 20 years in the financial sales and services industry, from internal sales to senior sales leadership, and now external sales. He has experience with a diverse range of product lines including annuities, mutual funds and alternative investments. Kevin holds a Bachelor of Science degree in Marketing from the University of Colorado Boulder Leeds School of Business, and he previously worked at Transamerica and Provasi Capital Partners.
He and his family — his wife, two teenage sons and a beagle — love the outdoors. Being near the Rocky Mountains, they enjoy skiing and snowboarding in the winter and hiking and camping in the summer. It’s a beautiful place to live! During the school year, they are busy with youth sports, including competitive soccer, swimming, weightlifting and wrestling. It’s never a dull moment in the Jones household.
In his role at TruStage™, Kevin’s top priority is to invest in his advisors’ businesses. He and his team strive to deliver the right tools and resources so advisors can provide their clients with the investment journey they deserve. He listens to their challenges, asks questions to understand, and delivers what they need. From business-building ideas and client engagement resources, to timely sales ideas and annuity expertise, Kevin aims to be an extension of an advisor’s practice and a preferred partner.
- Behavioral Finance AdviceTM (BFATM)
- Securities Registered with FINRA®
- Holds Series 7, 24, 63, 6 and 26 Registrations
Kimberly joined TruStage™ in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program.
Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family.
Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas.
- Securities Registered with FINRA®
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