Kevin Oakes

Kevin Oakes

Financial Advisor

Kevin Oakes has been a financial advisor for nearly three decades. He obtained a Bachelor of Science Degree in Mechanical Engineering in 1983 and his Master of Engineering Degree in 1986. Both were conferred from Old Dominion University in Norfolk, VA.

Kevin specializes in corporate-sponsored, tax-qualified retirement savings programs (401(k), 403(b), etc.) He focuses on participant education, investments, and maintaining DOL/IRS compliant programs.

Kevin lives in Virginia Beach, VA. He enjoys spending time with his wife, son and daughter and grandson.