bio
Kevin Dulitz joined our firm in September of 1991. Today, he serves as the Vice President of Employee Benefits, leading the sales and service operations of the firm’s Group Retirement and Group Insurance departments. Kevin has had several roles within the company throughout his tenure. These duties include Senior Consultant where he has direct client responsibility concentrating in the design, communication, and funding of defined contribution plans, and design and communication of group benefit plans (i.e. Health, Life, LTD). Kevin currently advises 25 retirement relationships with approximately $400 million in assets.
education & certifications
1987 - 1991 Minnesota State University Mankato - Bachelor of Science Finance Major
Kevin has previously passed securities exams:
Series 6 - Investment Company and Variable Contracts Representative
Series 63 - Blue Sky Securities Law
Series 65 - Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
Being able to do the things I love to do and having the freedom to make those choices.
dream job
this is my
I am a people person, so this job is perfect for me. I love developing relationships and assisting my clients (employers and employees) with being a resources for answering questions, and developing programs that are specific to them.
this is how i
make it real
I am a true believer in a good work/life balance. I work hard to make sure my clients and our staff have the items they need to be successful. I then get to enjoy the outside part of my life with my family and friends taking trips, going to sporting events and I have been known to play a little golf.