Kevin Klok is a senior private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Holland, Michigan.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Kevin uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Kevin and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Kevin previously served as the managing director for the firm’s Holland, Michigan office where he oversaw the day-to-day operations, growth, and expansion of the office. Prior to joining the company, Kevin’s past financial experience includes the founding of MASTERPLAN, a fee-based financial planning and investment advisory firm serving individuals and closely held businesses, as well as project management and professional engineer with CWA WALKER, an engineering firm.
Kevin earned his BS in civil engineering and his master’s degree in civil engineering from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).
Kevin and his wife, Suzanne, live in Holland, MI and have three children and one grandchild.
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BrittanyA2024-05-05 16:07:032024-05-05 16:07:03The Beauty of a Mother’s Enduring Legacy
