Kevin Dunford

Kevin has always been driven to help others achieve their best lives. After completing a two-year mission for The Church of Jesus Christ of Latter-day Saints in Belo Horizonte, Brazil, he earned a Business Finance degree from BYU-Idaho to build a career in financial guidance.

His professional background includes roles at a broker-dealer, a major custodian, a tax preparation firm, and several independent RIAs. These experiences equipped him with deep knowledge in financial planning, asset management, taxes, and the critical role of client education—allowing him to offer fiduciary advice tailored to individual goals.

Kevin takes a holistic approach, integrating financial strategies with mindset coaching to foster resilience and focus, alongside nutrition and exercise guidance to support overall well-being.

In his personal time, Kevin enjoys family outings, travel, snowboarding, hunting, fishing, workouts, cooking, and reading. He loves spending time with his wife, Jacie, and their three daughters.

I believe every adult has the responsibility to become the best version of themselves mentally, financialy, and physically so that we can make a better world for the next generation.

I wanted to become a financial planner because I could 1) help people, 2) make a good living and take care of my family, and 3) learn more about something I'm passionate about - growing wealth of all kinds.