Kevin Cooney

Wealth Advisor

Kevin has been in the financial services industry for over 25 years. He works with individuals, families and small businesses to develop and focus on a fully comprehensive financial plan. Kevin is a Registered Investment Advisor, Registered Representative and Licensed Life Producer.

The better part of the first half of Kevin’s career was spent trading and managing options and futures on the trading floor for his own personal account. This time spent as a member of several Chicago exchanges created an environment conducive to becoming acutely aware of risk and how it relates to investing.

Kevin received his Bachelor of Arts from St. Mary’s University, Winona, MN, and an industry designation of AIF.

Kevin is married with four children. He is a former board member of the Cystic Fibrosis Foundation and an active member of his parish. He enjoys spending time with his family and playing the occasional round of golf.

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