Our Professionals

Kevin Mix

FINANCIAL Consultant

I started in this industry more than 25 years ago because no one taught my parents how to invest money safely. They worked hard and were good savers, but they thought investing meant gambling and speculating with their money. This is a common misperception. I love helping clients learn and understand that there are safe places to put their life savings and to helping them understand the importance of working with some who specializes in and focuses on the DE-CUMULATION phase in Retirement! This often means tuning out the noise and distractions they face along the way. You only retire once. But I have retired (by proxy) many times with clients. I know what works. I know the pitfalls. And I get immense joy out of helping clients design their retirement and then make it become a reality.

My family consists of my wife of over 33 years, four sons and three grandchildren. I love making memories with them – particularly going on vacation with them or enjoying Lake Michigan and it’s coastline with them. My wife and I enjoy traveling, hiking, and exploring new places!