Kevin Kundinger Kevin Kundinger

Chief Operating Officer

kevin.kundinger@nm.com

414-203-6016

Kevin is responsible for focusing on constantly improving client engagement, ensuring employee well-being, encouraging organic and inorganic firm growth, creating the right culture within the firm, and achieving greater efficiencies within the business.

Prior to joining Prescient Financial Solutions in 2017, Kevin founded and operated a boutique management consulting company. During that time, he also was involved with the finance industry in consultative roles and spent two and a half years as a financial advisor. Kevin resides in Brookfield with his wife and four children, and enjoys spending time with his family outdoors.

  • Eller College of Management: Bachelor of Science with an emphasis in Entrepreneurship, Management of Information Systems, and Operations Management
  • Series 6 and 63 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses

Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®
Wealth Management Advisor


Prescient Financial Solutions

 

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