Kevin McCloud, CFP®, ChFC®, CLU

Kevin McCloud, CFP^®, ChFC^®, CLU, serves as Vice President II - Wealth Advisor, bringing more than 14 years of experience assisting high net worth clients address complex lending, retirement planning, and multigeneration legacy planning needs. He works closely with clients to build strategies that protect and grow their wealth across generations, providing guidance suited to each family's individual goals.

Originally from Harvard, IL, Kevin earned a bachelor's degree in business administration from Trinity Christian College and a master's degree from Northwestern University. He holds the Certified Financial Planner designation and is a credentialed Chartered Financial Consultant and Chartered Life Underwriter. Kevin also holds FINRA Series 6, 7, 63, and 66 licenses and Wisconsin Health and Life Insurance licenses. He's active in several organizations, volunteering as Committee Member of MSC Alumni Association at Northwestern University, Committee Member for Cub Scout Pack 294, and Committee Member for Boy Scout Troop 24.