Michael McKevitt, Director of Financial Planning
Mike joined G&F in June of 2008 - just in time for the "Great Recession"! Though a difficult time to join the profession, the lessons learned have shaped how he seeks to help clients. Mike became a partner at G&F in 2017 and his role is centered around G&F's financial planning - for all clients and the firm's processes, procedures and due diligence. He gets great satisfaction in reducing complex planning situations in a way that clients are able to understand the impact of their decisions.
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 in leadership positions. They have served together on the board of a local non-profit since 2010 and Mike joined a second non-profit board in early 2022.
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 and Kingdom Advisors.
Mike has contributed to articles in the following publications:
Investment advice offered through Private Advisor Group, a registered investment advisor. Michael McKevitt is solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.