Principal's Profile


Kevin Howard, Owner

Experience:  Kevin T. Howard has 18 years of diversified financial experience, including investment, insurance, budgeting, financial planning, income tax preparation and planning, and hands-on accounting experience.

Education and Computer Experience:  A graduate of the University of Baltimore, Kevin has a B.S. in Business Administration with a concentration in Accounting.  In addition, he has extensive experience with spreadsheet, database, and word processing programs, and an array of specialty accounting and financial applications.

Licenses and Professional Certifications:  As a Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Kevin is committed to the highest standards of financial planning practice.  No other financial planning credential has such rigorous standards.  The CPA/PFS requires an examination, multiple references, continuing education, and is the only financial planning credential that requires a license to practice.  In addition, Kevin is a Certified Quickbooks ProAdvisor, a Registered Investment Advisor Representative, and an authorized IRS e-file provider.