Hi, I’m Kevin Rose
I began my career in financial services in 2007 with Zuk Financial Group. Shortly after, the U.S. Air Force opened the door for pilots to undergo corrective laser eye surgery. I asked Zuk to keep my seat warm while I pursued a lifelong goal of earning my wings.
Over the next 14 years, I flew missions around the world, logged more than 2,000 flight hours, and built my career in environments where preparation, discipline, and risk management were non-negotiable. Those years shaped how I think about decision-making, accountability, and planning for the long term.
Today, I am based in Golden Valley, Minnesota, and have returned to financial planning with a global perspective and a deep respect for thoughtful process. I work primarily with airline pilots, transitioning military members, and business owners who want a clear plan and a steady hand guiding their financial decisions. I use modern planning tools and a structured approach to help clients stay organized, confident, and focused on what matters most.
My Approach
Financial planning works best when everything is connected. I focus on organization, thoughtful decision-making, and consistent execution over time. Every financial decision connects to something bigger, we’ll ensure you’re always moving forward.
Goals
Every financial plan starts with understanding what you want your money to do for you. We define clear priorities, align them with realistic timelines, and build a plan that reflects both your personal and professional life. No generic templates, a plan designed around your goals.
Balance
Financial success should support your life, not complicate it. We focus on creating balance between saving and living, work and family, security and flexibility. The goal is confidence and control, not constant tradeoffs or second-guessing.
Investments
Investments are a tool, not the goal. Portfolios are built intentionally to support your plan, manage risk appropriately, and stay aligned as markets and life change. Decisions are made with discipline, not emotion, and always with the bigger picture in mind.
Education
You should understand your financial decisions without needing to become an expert. I believe in clear explanations, open conversations, and transparency so you can make informed choices with confidence, knowing exactly why each decision fits into your plan.
Legacy
Legacy is about more than wealth. It is about protecting your family, preserving optionality, and making thoughtful decisions that extend beyond today. We plan with the future in mind so what you build continues to serve the people and causes that matter most to you.
Taxes
Taxes are one of the largest expenses most people face, yet they are often addressed too late. We take a proactive, forward-looking approach to tax planning so decisions today support better outcomes tomorrow, not unnecessary surprises down the road.