Kevin Birch

Kevin serves as Co-owner and Office Administrator, managing daily operations and ensuring smooth client experiences. His expertise in administrative systems and client relations helps maintain the high standards of service that define Birchtree Financial. Kevin works closely with the team to streamline processes and support our advisory services. With a focus on operational excellence and client satisfaction, he ensures that every interaction with Birchtree Financial is seamless and professional.

Kevin serves as Co-owner and Office Administrator, managing daily operations and ensuring smooth client experiences.

Business Administration, Client Relations Management

• •Office Management
• •Client Relations
• •Operational Excellence

12+ years