OUR ASSOCIATES

KEVIN M. GRUNAWALT, CFP™

Kevin has been involved in the financial services profession since 1987. He earned a bachelor's degree in financial planning and counseling from Purdue University in West Lafayette, Indiana and has earned his Certified Financial Planner™ Certification from the American College. Kevin is a registered representative and investment advisor associate of Ameritas Investment Corp (AIC) and has committed himself to providing counsel and resources to his clients.

Throughout his career, Kevin has made a commitment to hard work and long hours. Through consistent effort and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. Kevin works hard to listen to his clients and understand their needs. By matching individual situations to the most suitable programs, he seeks to help his clients achieve their goals.

Kevin has served as President of the Michiana Estate Planning Council and North Central Indiana Association of Insurance and Financial Advisors. He's a life and qualifying member of the Million Dollar Round Table.

Kevin resides in Granger, Indiana with his wife, Kimberly, and their three daughters. Outside the office he is active in the community. Kevin has served as President of Reins of Life, Inc., and currently serves as President of the Michiana Estate Planning Council. In his leisure time he enjoys golf, skiing, and family time.

CFP™  & Certified Financial Planner™
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP certificates must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.