Kevin McCurdy is senior vice president – wealth advisor at Cooke Financial Group. He has been providing customized, objective advice to clients for more than 14 years and is recognized for the skill with which he helps clients create and preserve wealth. Drawing on his broad multidisciplinary experience and deep educational background, he serves as a “personal CEO” for clients, delivering comprehensive financial services tailored exclusively to identify, address, 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, with a concentration 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 each year from 2012 to 2016. Kevin lives in Indianapolis with his wife Kristen and their three sons.