Kevin Peters, CLU®
Wealth Advisor
Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry since 1997, and with XML Financial Group since its founding in 2004. As a wealth advisor, Kevin focuses on assessing the unique situation of each of his clients through focused asset management strategies within the client’s financial plan to achieve their goals through diversity and risk mitigation. To this end, Kevin Founded Lifestyle Life Insurance Company with the goal of offering independent unbiased Insurance Services that are in the best interests of his clients. Lifestyle Life Insurance offers Life, Disability and Long-Term Care Insurance, as well as Medicare and Health Insurance Planning. Kevin has over 20 years of independent insurance experience.
Education & Philanthropy
Kevin graduated from the University of Maryland, and as a 4th generation Washingtonian, he is very active in the community. Kevin is one of the founding members of the Washington, DC metropolitan chapter of the National Aging in Place Council (NAIPC), which assists in providing education and resources to the local aging population. Additionally, Kevin supports his church and numerous local charities and serves as the President of the Board of Directors for the Kingman Boys and Girls Club. Kevin enjoys skiing, fishing and boating with his wife, two daughters and dog Cash whenever they get a chance. If visiting the Rockville office, keep an eye out for Cash, who visits from time to time: He is a registered therapy dog and is a charge of morale. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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