KEVIN PLANK

KEVIN PLANK

President

Kevin is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Representative with Lincoln Financial Advisors Corp. (LFA).   He is also a member of Sagemark Consulting Private Wealth Services within LFA, a practice group supporting advanced estate and business owner planning for high net worth clients and their families.  Kevin obtained a BA from Baldwin Wallace College in Political Science in 1978 and began working in financial services in 1981 with Prudential Insurance.  He moved to the Cleveland Agency of Massachusetts Mutual in 1982, where he was trained in LEAP system financial planning, became the Agency Group Medical Insurance Specialist, and began working in qualified plans and investment advisory services.  In 1989, he became one of the first Bank Investment Advisors in Northeast Ohio with Cardinal Federal Savings and Loan, a subsidiary of First Nationwide Bank and Ford Motor Company.  Ford merged CFSB and FNB in 1992 and Kevin was appointed State Vice President for Ohio, managing a staff of 13 Bank Investment Advisors in 29 branches across Northeast Ohio.  In 1996, Kevin opened his own investment advisory practice, affiliated with Raymond James Financial Services, and began developing financial plans for affluent families and business owners from his offices in Euclid, then in Willoughby Hills, Ohio.  In 2004, Kevin joined LFA to affiliate with the industry-leading financial planning department and the first firm named an FPA Alliance Partner by the Financial Planning Association.

Kevin practices advanced estate and business owner planning for high net worth clients, as well as providing investment advisory and financial planning services for families all over the United States.  He is supported by his Planner Assistant, Ryan Coulter, and Executive Administrative Assistant, Beverly Davis, as well as many collaborative relationships with professional alliances across the nation. Our objective is always to build an advisory team for each client to help them improve on the progress toward their goals.

 Kevin is married, has three grown children, lives in Cleveland, and has enjoyed his involvement with the Boy Scouts of America, Russell Township Troop 193, as Committee Chair and Assistant Scoutmaster.  Kevin is also a member of the Geauga Bowmen archery club in Chesterland. He enjoys traveling, cycling and of course, the Cleveland Cavaliers, Indians, Browns and Ohio State Buckeyes football.  

Phone (216) 765-7410