Professional Associations

Independent Trustee Alliance (ITA)
Kevin is the Co-Founder and President of the ITA an international professional association setting the standard of care, diligence and professionalism for trustees. Members of the ITA believe the Independent Trustee profession is on the ascent and are dedicated to continually improving their skills and are provided the path to become a Certified or Master Certified Independent Trustee.

Purposeful Planning Institute (PPI)
Charter member of the Dallas Collaboratory of the PPI. Members are financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. The PPI attracts individuals and firms who believe that there is a better way, a better process, and a better practice for serving their clients’ estate planning needs in a client-centered manner.  The mission of the PPI is to explore and share best practices for family trusts and families in business and to foster more frequent and effective collaboration among the professionals who serve such families.

The Dallas Collaboratory of the PPI meets each month to challenge each other to look at problems and issues related to estates and trusts from new directions and to arrive at new solutions.

Society of Financial Service Professionals (SFSP)
Associate member

National Association of Insurance and Financial Advisors (NAIFA)
Member

Project Management Institute (PMI)
Member; Certified Project Management Professional