Kevin Stokes

Born and raised on a dairy farm in Hartville, Missouri, I graduated from Hartville High School in 1998 before earning my degree from Southwest Missouri State University in 2002. Since 2003, I have been dedicated to helping individuals and families work toward their financial goals through investment management and financial planning.

What I enjoy most about my profession is the opportunity to build lasting relationships and help people navigate important financial decisions. Whether planning for retirement, saving for a child’s education, or managing investment assets, I take pride in providing guidance that helps my clients prepare for life’s significant milestones with confidence.

While I am passionate about serving my clients, my greatest source of pride is my daughter, Abigayle, who is set to graduate from high school in May 2027. The relationships I share with my family, friends, and the people closest to me are among the most important aspects of my life. Those connections influence the care, trust, and personal attention I bring to every client relationship.

Through a commitment to personalized service, thoughtful planning, and trusted guidance, I strive to help my clients make informed financial decisions and work toward greater financial security for the future.