Kevin S. Whiteford C.P.A. M.S.T. – Series 7,24,66
President, Founder and Owner
Registered Representative
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax & Financial Services, Ltd., located in South Haven, Michigan. Kevin started his career by receiving his B.S. in accounting from Northern Illinois University in 1986, and passed the C.P.A. exam in May of that same year. Upon completion of his undergraduate degree in accounting, Kevin audited companies for over two years, and spent another three years in taxation with a few of the largest accounting firms in the world. In the fall of 1991, Kevin spent time in with a manufacturing company where he was fully in charge of the tax department which did business in 50 states and 33 countries. During his time in the industry, Kevin went on to further his education at DePaul University to obtain his M.S.T. (Master of Science in Taxation), graduating in December 1994. After, Kevin went back into public accounting to take on a position with another large public accounting firm in Chicago, IL, to run and operate the firm’s state & local tax department.
In November, 1997, Kevin decided to start his own public accounting firm, servicing taxpayers and specializing in small businesses and their owners. In addition, during the years from June, 1997, through December, 2001, Kevin taught two courses in the M.S.T. program at DePaul University in Chicago, IL. These courses were State & Local Income Tax and Federal Tax Research. In 1999, Kevin decided that he wanted to broaden his firm so that he could meet the demands and needs of his clients. He went through the licensing process and earned his Series 7 and Series 66 and formed a company specializing in investments and financial planning. He then went through the licensing process to receive his series 24 license in December 2009. Kevin now provides the services needed to meet the needs of his clients in all areas of their finances by providing various types of investments and life insurance options. This includes life and business insurance, annuities, business retirement plans, individual retirement plans, college funding, individual stocks, bonds and mutual funds. While Kevin has been busy pursuing his career objectives, he has been active in speaking and performing at various college and high school classrooms and various functions throughout Illinois and Michigan. Kevin resides in South Haven, Michigan with his wife Mary and their three children Scott, Alisa and Ken.