KEVIN MCCURDY, CFP®317-814-7811
Kevin prides himself on helping clients create and preserve wealth. By using his extensive educational background and multidisciplinary experience, he is able to deliver objective and comprehensive financial services to Cooke Financial Group clients. Kevin focuses on providing “Personal CEO” services to clients to help them identify and attain their financial goals.
Kevin graduated from Michigan State University with a Bachelor’s degree in Finance and received his J.D. from the Indiana University School of Law, where he specialized in income and estate tax. He is a licensed attorney in Indiana (inactive) and a Certified Financial Planner. He was awarded the Five Star Wealth Manager Award from 2012-2015.