Who Am I?
I’m a semi-decent golfer, a swim dad for two daughters and I am a big fan of the Cincinnati Bengals.
First Concert – Jimmy Buffet
Fun Fact: I played football for Butler University
Weird Facts: I love to attend CrossFit classes, I was a wrestler in High School, and still no hole-in-one (not yet)

Credentials
BS in Finance; Butler University
21 years in the Financial Services Industry
Series 65 Certified for Investment Adviser Representatives
Licensed Insurance Agent – Health and Life

“I became a Financial Advisor because I want to help investors of all economic classes prepare for a peaceful retirement.”

Kevin has over 21 years experience in the financial services industry specializing in risk management strategies, investment management, and financial planning. He uses these same principles and experience when designing investment portfolios and financial plans for our clients. He is currently a Principal at Park and Elm and serves as an Investment Advisor Representative where he leads the firm’s overall investment strategy and compliance programs. He feels leading a truly independent firm allows for the client to be represented in a fiduciary manner. He lives in Carmel, IN with his wife of 17 years, their two children, and dog, Otis.

Want to connect with Kevin? Click on his PICTURE to schedule time on his calendar!

Emily Ward is the Client Services Coordinator at Park and Elm Investment Advisers, LLC. In this capacity, her main responsibility is assisting with the marketing, procurement, and scheduling needs of the firm. Additionally, she assists with all client-services. Emily and her husband, Kevin, live in Carmel and have two children – Lexie and Allie. She attended Butler University in Indianapolis, Indiana and recieved her degree in Elementary Education. She taught public school for over 6 years before taking time off to be home with her children. Outside of the office, Emily enjoys watching her children in various sporting events, reading, volunteering and traveling.