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Kevin Ostergaard, CFP®, CIMA®

Senior Financial Advisor

Kevin is committed to helping families and individuals navigate the complexities of financial and life planning to achieve greater fulfillment. For over a decade, he has done so by combining advanced financial planning strategies with the intuitive technologies that simplify the investment and planning landscape.

While ensuring the smooth execution of financial goals, Kevin approaches each client relationship with the aim of providing an excellent experience that results in peace of mind.

Kevin graduated from the University of Maryland with a degree in Economics. He then continued his studies through executive education programs at Georgetown University and The University of Chicago to achieve his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations. He resides in Washington, DC with his wife Melissa and son.

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