Kevin Trisler

Kevin joined Charles Schwab in December 1997 as a registered representative. He obtained his Certified Financial Planner (CFP^®) certification in 2004 and spent the next 14 years working with clients to address the many facets of personal financial planning. Kevin has been in his current role as a Senior Equity Compensation Planner since 2018. He holds a B.S. from Ball State University and is a Certified Financial Planner (CFP^®), Certified Wealth Strategist (CWS^®), and a Certified Equity Professional (CEP).