Kevin S Proffitt, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

Wearing two hats as both an accomplished wealth management advisor and a well-respected managing director means Kevin doesn’t get much down time throughout the day.

When Kevin is not looking for ways to enhance the value that his wealth management and financial planning practice provides, and strengthening the financial futures of the amazing clients that he works with… he is looking to better recruit top talent to his firm, and help this talent develop lifelong relationships and excellent financial practices of their own.

This busy schedule is the very reason Kevin Proffitt wakes up every morning with plenty of time to get to the office by 7 a.m.

It’s a routine that he has done for the past 30 years and one that he claims to be an instrumental element of his success in the financial planning industry.

It’s during this hour that Kevin makes time to simply think. To think about how he can better serve his clients. To think about how he can continue to recruit top talent. To think about how he can continue to be a great husband and father to his wife and kids.

In a world that is moving quicker than anyone ever realizes, Kevin likes to slow it down (even if it is just for 30 minutes a day) to think.

And since we are on the topic of thought, Kevin has a question for you -- when was the last time you took some time to think about your life, your financial future and your goals?

If you’re like many of the professionals Kevin sees on a daily basis, you’re extremely successful, but tend to move so fast that you haven’t taken the time to think about your finances. Maybe, just maybe, it’s time to sit down with a wealth management advisor to write out some goals.

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