Kevin Nelson, CFP®, CDFA

Senior Financial Advisor

Kevin graduated in 2005 from Texas Tech’s Personal Financial Planning program, a nationally recognized leader in financial planning education. After 11 years in the industry, Kevin joined Financial Synergies in March of 2017 as a Financial Planner. He currently holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ designations. He also is a member of the Financial Planning Association (FPA).

Kevin enjoys getting to know people and building a great working relationship. He works with new clients to develop an individualized financial plan, and helps existing clients update their plans as needed, to ensure that they meet their financial goals. He also works with divorcing clients and their legal advisors to help them evaluate the impact of various difficult decisions.

He is a member of Second Baptist Church, the Woodway Campus, and a board member of BE A CHAMPION, Inc., a youth mentoring program. He has also served as a CARES team for Apartment Life ministries in downtown Houston, which is a non-profit organization aiming to enhance the apartment living experience.

Kevin is a native Houstonian, an avid Houston Astros fan, and currently lives in the historic Meyerland community of southwest Houston with his wife, Georgia, and his two daughters Abigail and Elizabeth. Their home has been in the Nelson family for more than 40 years.