I'm a financial advisor focused on helping business owners, Gen Xers preparing for retirement, and rising professionals build and manage their wealth with clarity and confidence. I'm originally from Atlanta and have lived in 13 different cities, but Houston became home in 2016. Today, I work with clients across the metro area—from The Heights to Bellaire to Sugar Land.
I hold an MBA in Finance from Saint Joseph's University and a bachelor's degree in economics and Spanish from Vanderbilt. My 20 years in financial services include time spent owning and leading RevSherpas, a small business growth consulting firm. That experience shaped the way I work today, combining strategic insight with a relationship-driven approach to planning, including retirement strategies, wealth management, and extended care planning.
Outside the office, I'm a proud girl dad, a college football fanatic, and a James Bond enthusiast. I love traveling with my family and staying involved in organizations that matter to me, including the Astros Foundation, Meals on Wheels, Catholic Charities, Houston Marathon, and the Vanderbilt Alumni network.
My goal is simple: build genuine relationships, provide guidance that feels accessible and actionable, and help people make financial decisions that create lasting impact.
Financial AdvisorKevin Wessels
I'm a financial advisor focused on helping business owners, Gen Xers preparing for retirement, and rising professionals build and manage their wealth with clarity and confidence. I'm originally from Atlanta and have lived in 13 different cities, but Houston became home in 2016. Today, I work with clients across the metro area—from The Heights to Bellaire to Sugar Land.
I hold an MBA in Finance from Saint Joseph's University and a bachelor's degree in economics and Spanish from Vanderbilt. My 20 years in financial services include time spent owning and leading RevSherpas, a small business growth consulting firm. That experience shaped the way I work today, combining strategic insight with a relationship-driven approach to planning, including retirement strategies, wealth management, and extended care planning.
Outside the office, I'm a proud girl dad, a college football fanatic, and a James Bond enthusiast. I love traveling with my family and staying involved in organizations that matter to me, including the Astros Foundation, Meals on Wheels, Catholic Charities, Houston Marathon, and the Vanderbilt Alumni network.
My goal is simple: build genuine relationships, provide guidance that feels accessible and actionable, and help people make financial decisions that create lasting impact.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
