|“It is important to me to build a relationship with my clients to not only meet but exceed their expectations.”|
About kevin s. baltz
Kevin Baltz is a Relationship Manager at Oxford Financial Group, Ltd. In this role, Kevin works to coordinate with the Managing Directors and other areas of Oxford to ensure the best experience for his clients.
Prior to joining Oxford, Kevin served as an Associate Vice President at Abbot Downing, a boutique firm within Wells Fargo that works with ultra‐high‐net‐worth individuals, families and foundations.
Kevin received his Associates degree in Business Administration from Axia College. He is currently working on his Bachelor of Science degree in Business Administration with an emphasis in Financial Planning.
Kevin lives in Chicago with his wife and daughter. He enjoys traveling to visit family and being outdoors as much as possible.