Professional Affiliations

• Member of the Washington State Bar

Education

• B.A., Business Administration, University of Washington
• J.D., Southern Methodist University School of Law

Kevin is a Team Lead and Managing Partner, responsible for setting strategy, talent management and development, and setting the financial direction of the Team. As Managing Partner, Kevin leads a growing and dedicated team of like-minded professionals who share his passion for helping clients achieve their financial goals. As a Team Lead, he manages a group of professionals, focusing on growth, career development, and excellent client service. His comprehensive knowledge of business, combined with his ability to execute successful strategies, has enabled him to enhance the wealth accumulation of his clients.

Kevin has been a Managing Partner of Hersman Serles Almond since 2015, a tax-focused CPA firm that merged into Coldstream in 2023. Prior to Coldstream, he was a Managing Director at Fluke Venture Partners for 11 years, a Pacific Northwest venture capital and private equity firm. Kevin also worked in Seattle as a corporate attorney with Riddell Williams and served as a CPA with Price Waterhouse.

Kevin loves to spend his time outside work in Sun Valley and Palm Springs going golfing, skiing, hiking, wine collecting and tasting.