We help clients and businesses build and protect wealth
Our Team of Experts
Our team of Certified Public Accountants and Tax Specialists engage in countless hours of research and training to stay abreast of the ever evolving tax issues, including those specific to aviation professionals and high income, high net-worth families. Don’t hesitate to contact us with your questions.
Principal, CFP®, CPA, PFS
Kevin specializes in working with high-income earners who need assistance in managing company incentive plans, maximizing their investments, and minimizing taxes. He also specializes in cash flow planning for pre-retirees and retirees, and helping them make planning decisions regarding their Social Security benefits.
Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Personal Financial Specialist (PFS) professional designations. Kevin is an active Certified Public Accountant (CPA) in the state of Tennessee. In addition to Leading Edge Financial Planning, Kevin was an Adjunct Professor
Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and is a Board member on the East Tennessee Financial Planning Association (FPA).
He graduated with a Bachelor of Science Degree in Business with an emphasis in Finance from Susquehanna University in Pennsylvania. He was a four-year letter winner in football, played club Rugby, and was a member of Lambda Chi Alpha Fraternity. He received his Master of Science in Accounting (MaaC) with a focus on public accounting in 2012 from Strayer University. Prior to working in financial planning, Kevin spent 18 years in Pharmaceutical Sales, Training and Management. Kevin lives in Knoxville with his wife, Jade, and their two sons.
Director of Tax Services
Paraplanner, Tax Specialist
Originally from the suburbs of Chicago, Illinois, Betsy earned her Bachelor of Science in Exercise Science and Master of Science in Kinesiology from the University of Tennessee, Knoxville. Betsy obtained an athletic scholarship competing on the Women’s Division I Intercollegiate Swim Team.
Prior to her recent career change, Betsy worked 15 years in healthcare. Betsy collaborated with physicians, pharmacists, nurse practitioners, and physician assistants to decrease risk of adverse outcomes following elective surgery through behavior modification and education. Betsy has been a client with Leading Edge Financial Planning since 2015 and is very excited to join the team. Betsy is now focused on improving client lives as a Paraplanner.
When she is not studying to become a financial planner and IRS Enrolled Agent, you can find her with family and friends – wake surfing, hiking, and of course laughing. She is blessed to have a family that values family, hard work, and charitable giving.