Kevin Goserud

Senior Analyst

 

Settles all disputes on the golf course.  Hasn’t lost yet.  
 
Though Kevin was born in Richmond, Virginia, he spent the majority of his childhood in southeastern Pennsylvania. The youngest of five children, Kevin comes from a large, but very close, family. Following a busy academic and athletic high school career, Kevin left for Pennsylvania State University to pursue a degree in biology. After two years at Penn State, Kevin was drawn back to his hometown of Lancaster (and it didn’t hurt that he was offered an opportunity to serve as the co-captain of the men’s golf team at Franklin & Marshall College), where he earned his B.A. in economics. Upon graduation, Kevin moved to the Portland, Oregon, area and has been with FP Transitions ever since. Additionally, Kevin has passed the CFA Level I and CFA Level II exams.
 
Kevin is the senior analyst for the Succession Planning team. He performs much of the math-modeling, working one-on-one with advisors to create a practical and understandable plan of action from the spreadsheet level. In addition, as a key member of the team, Kevin works daily to organize and create many of the cutting-edge tools used to effectively communicate the unique strategies developed for each client’s business model and personalized succession plan.