Kevin, a proud alumnus of Texas Tech’s esteemed Personal Financial Planning program, embarked on his professional journey in 2005 and now has over 18 years of industry experience. He joined Financial Synergies in March 2017 as a dedicated Financial Planner. Kevin holds prestigious designations as a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™, and actively participates in the Financial Planning Association (FPA).
Fostering strong working relationships with clients, Kevin takes pride in crafting personalized financial plans for newcomers and updating existing plans to ensure their financial objectives are met. He also assists divorcing clients and their legal counsel in navigating complex financial decisions.
Kevin actively gives back to his community as a member of Westbury Baptist Church and a board member of BE A CHAMPION, Inc., an organization dedicated to uplifting underprivileged youth in the Houston area through sports, education, and nutrition initiatives. He has also volunteered with Apartment Life ministries in downtown Houston, a non-profit organization focused on enriching the apartment living experience.
A native Houstonian, Kevin passionately roots for the Houston Astros and resides in the historic Westbury neighborhood of southwest Houston with his wife, Georgia, and their two daughters, Abigail and Elizabeth. The Nelson family’s cherished home has stood strong in Westbury for over four decades.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.