Kevin Floyd, CFA, CFP®, AIF®

Director of Investments

A Certified Financial Planner™, Chartered Financial Analyst, and Accredited Investment Fiduciary™, Kevin joined the HFG team in 2020 as our Director of Investments. Along with degrees in both finance and economics from Pacific Lutheran University, Kevin’s professional experience includes financial planning and investment management for financial firms in the Tri-Cities area and abroad. Today, Kevin is responsible for overseeing the firm’s investment offering and working with the world’s best clients.

No stranger to travel, Kevin has backpacked throughout Europe and Asia; and worked in Seattle and Australia. Ultimately, he returned to his Eastern Washington roots to raise his children alongside his wife, Melissa. Now a busy dad of two, he enjoys spending time outside of the office on the tennis court and attempting to craft homemade meals in the kitchen.

Schedule a meeting with me through our Microsoft Bookings page.

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