“It is literally true that you can succeed best and quickest by helping others to succeed.” – Napoleon Hill

Kevin Berwald, CFP® began serving clients in the financial services industry over three decades ago after graduating from college receiving a BA in business with a marketing concentration. Over that time his focus has been centered on creating processes to help individuals, families and businesses establish and plan to achieve their personal and financial goals. Since obtaining his CFP® designation in 1997 and as a Certified Financial Planner Professional, Kevin follows a seven step process to help you make a plan designed to reach your goals, guide you through it and then review your progress over time. Kevin, his wife Heather, and two sons live in Grosse Ile, Michigan where they enjoy boating and fishing on the Detroit River and Lake Erie, playing golf and swimming as members of GIGCC, hunting and raising honey bees on their farm and are members of Church of the Way. Kevin attended Olivet University where he received four varsity wrestling awards and was co-captain his senior year.

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