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Kevin Kroskey, CFP®, MBA

Kevin Kroskey, CFP®, MBA - President

Phone (330) 777-0688
 Send me an email | LinkedIn Profile

Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007.

Kevin is married to Brandy (truly his better half) whom he met while in grad school. They have daughter Aubrey, daughter Cameron, and a few four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida.

How would you describe yourself in one sentence?
I’d say I’m optimistic, hard-working, a life-long learner, and ambitious professionally but laid-back personally.

What is something most don’t know about you?
I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

What do you do in your free time?
Spend time with my family—home, pool, beach, biking, walks, out to eat. I als like to exercise at the gym, watch Steeler football and play golf.

What are your wardrobe constants?
Jeans, t-shirt, flip-flops, and some sort of hat. (A bald man always needs a hat for cold, rain, sun or simply aesthetics.)

What is something interesting someone has said about you?
I was once called the Sheldon Cooper of Financial Planning. I suppose there are a couple ways to take that.

What are you proud of?
I have overcome a lot in my life. I’m the oldest of three children, and we had a rough childhood for various reasons. It took me a while to move beyond this and mature. I am proud to have persevered and achieved success, especially in having loving relationships with my wife (since 2002), daughters, and siblings, and in making a positive difference in the lives of our clients, team and community.

16 Personalities Personality Profile: The Executive

Want to know more about Kevin?
Listen below for a two-hour interview done on the Financial Advisor Success Podcast of me telling my personal and business story. After listening, one CNBC host wrote, “This is such an amazing listen for anyone with an interest in what it takes to make a career in this business, against the longest odds possible. The next time you’re feeling like the deck is stacked against you, you’ll have this story to remind yourself that anything is possible if you stay positive and never give up.”


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