Kevin, a Principal at Coyle Financial since 1988, is known for his attentive and personalized approach when working with clients and their families. He works tirelessly to understand the important details of each client’s unique circumstances, often collaborating and working closely with their outside professional advisors. He offers a unique approach in providing planning services, guidance and support that address the needs and challenges of wealthy families with complex family structures and financial situations.
Prior to joining Coyle, Kevin served as a Trust Officer and Portfolio Manager at the First National Bank of Chicago, where he managed Trust and Investment Advisory relationships. Kevin holds a BA (Cum Laude) in Economics and Romance Languages from Bowdoin College, and a Master of Management in Finance from the Northwestern University J.L. Kellogg Graduate School of Management.
Beyond his professional achievements, Kevin is actively involved in his community, currently serving on the Board of the Northfield Parks Foundation. He also served as a Park Board Commissioner for the Northfield Park District.
Outside of work, Kevin values quality time with his family, especially walks with his wife Gail and dog Walker. He greatly enjoys working on his golf game and fly fishing skills with the humility and understanding that he will never master them. Kevin's diverse interests and extensive expertise have earned him the trust of those he works with, making him a valued friend and industry expert.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.