Michael McKevitt, Director of Financial Planning
Mike McKevitt joined Guillaume & Freckman in June of 2008 - just in time for the "Great Recession"! He partners with Eric in the writing of financial plans and the preparation of client reviews. He gets great satisfaction in reducing complex situations in a way that clients are able to understand the impact of their decisions. He became a partner January 1, 2017.
Mike also manages the portfolio investments, rebalancing and trading. He is a firm believer in the power of the equity markets and the importance of a portfolio that aligns with a client's objectives. He is always ready to discuss all holdings and the rationale behind all portfolio decisions.
A graduate of Taylor University, Mike majored in business management and minored in finance. He received his CERTIFIED FINANCIAL PLANNER™ designation in June of 2011. He has been a member of the Financial Planning Association of Illinois since June of 2014. In May of 2017, Mike became a Certified Kingdom Advisor, you can learn more about that designation here. In October of 2018, Mike became a Retirement Income Certified Professional®.
Mike lives in Wheaton with his wife, Whitney, and their four children - Dylan, Cameron, Sadie and Cora. When he isn't chasing his kids around, he can be found working on a project in their house or yard. Ask him about his current project, the list is never-ending! Mike and Whitney are active in their church and serve on the board of a local non-profit.
As a CERTIFIED FINANCIAL PLANNER™ professional, Mike abides by the CFP Board’s code of ethics. He also abides by Kingdom Advisor's code of ethics. You can view Mike on the following pages: CFP Board, Broker Check, and Kingdom Advisors.
Mike has contributed to articles in the following publications: