Investment Adviser Representative, CPA, MST
Kevin Wells brings an extensive array of experience and knowledge to the Tidwell Wealth Management team. As a CPA holding a Master of Science in Taxation from William Howard Taft University, Kevin has worked as a Senior Tax Accountant at our sister company, Tidwell & Associates Certified Public Accountants, since 2012. Licensed as an Investment Advisor Representative since 2018, Kevin pairs a deep knowledge of tax law with a passion for Personal Financial planning. Kevin specializes in investment advice & management, estate & tax planning, insurance & risk management, and charitable giving strategies.