portrait of Kevin E Makalous

About Kevin

Whether you are an individual, a couple or a family, and are saving for educational expenses, preparing for retirement or currently living in retirement, our team is here to assist you with all of your financial needs.

With over 16 years of experience as a CFP® designee*, I believe it is important to invest my time in understanding what is important to you and provide you with solid financial guidance. I focus our time together on evaluating your current needs, assessing your future goals, using an established process and charting a path towards reaching those financial goals.

In this ever-changing...

Focus Areas

  • New Investors
  • College Savings
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Drake UniversityJuris Doctor
  • Regis UniversityMaster of Business Admin

Team Members

  • Beth Yoder Stein
    Sr. Branch Office Administrator
    FPQP®
  • Melissa Zink-Martin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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