Our Personal Side
As we ask you about your hopes and dreams in the Discovery Meeting, the conversation can get pretty deep at times. Before asking you any personal questions, we thought we’d go first and share with you some personal details to go along with our professional background. We always enjoy getting to know our clients and hope this gives you a glimpse into our lives outside of work.
We’re a family business headed by the patriarch, Kevin (Lead Advisor & Optimizer), his son Neal (Lead Advisor & Joy-Bringer), and tirelessly supported by Neal’s wife Allyn (Chief of Staff), and our Client Care Team made up of Mary Mervis (not pictured, but she should be) and Kevin’s daughter Katharine (or “Kate”). So, I guess you could say nepotism is kind of our thing.
Kevin and Linda met at Saint Louis University when Kevin was pre-Med and Linda was pre-Law. Obviously, plans changed a year after they got married and Linda discovered she was pregnant with their first child, Neal.
Kevin and Linda have two children, Neal and Kate. Kate will tell you they stopped after her because they had found “perfection,” but Neal will say it’s because Kate scared them from ever making a mistake like her again. You know, sibling stuff.
Neal’s career path after college lead him to gain valuable industry experience and climb the corporate ladder with a financial firm in Georgia. In 2007 Kevin invited Neal to return to St. Louis and learn the family business at Albritton Financial Services.
Neal and Allyn met as kids when their fathers worked together. It would take eight years before they actually accepted that their parents had arranged their marriage for them at birth.
Today, Kevin and Linda enjoy traveling and embarrassing their children. Even with two children in the family business, Kevin maintains that his greatest pride and joy remains his dog, Eddy.
Neal and Allyn welcome any recommendations you have about hiking trails they just HAVE to see and enjoy badgering one another about books the other should read. Most evenings you can find them trying a new restaurant or spending time with their friends.