Who Am I?
I’m a golfer, a swim dad, I have 2 daughters and I love 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 I don’t like snakes.

Credentials
BS in Finance; Butler University
20 years in the Insurance Industry
Series 65 Certified, Licensed in Insurance

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

Kevin has over 20 years experience in the financial services industry specializing in risk management strategies for corporate clients and their employees. He uses these same risk management principles when designing investment portfolios 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 lives in Carmel, IN with his wife of 15 years, their two children, and dog.

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.