Kevin Eslick ChFC®, RICP®
President | Wealth Advisor
Kevin leads Eslick Financial Group as a second-generation owner, continuing a family tradition of independent, relationship-driven wealth planning that began in 1978. Since joining the firm in 2012, he has worked with professionals, business owners, and retirees who value thoughtful guidance and long-term partnership.
He believes financial planning should bring clarity – not complexity. Kevin works closely with clients to align retirement income, portfolio design, tax planning, risk management, and estate planning into one coordinated strategy, helping clients make confident decisions at every stage of life.
Serving in a fiduciary capacity, he is committed to providing objective advice grounded in trust, transparency, and enduring relationships.
Areas of Focus
- Retirement planning
- Investment portfolio design and management
- Tax-efficient distribution strategies
- Risk management and insurance planning
- Legacy and charitable planning coordination
Qualifications
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Investment Advisor Representative & Registered Representative with M Holdings Securities, Inc.
- Recipient of NAIFA Iowa’s 4 Under 40 Award (2020)
- Fiduciary standard of care
Education
- Bachelor of Arts in Business Administration, Wartburg College
- Chartered Financial Consultant® (ChFC®), American College of Financial Services
- Retirement Income Certified Professional (RICP®), American College of Financial Services
Professional Associations
Leadership and Advisory Roles
- Board Member, Planned Giving Advisory Council – Wartburg College
- Former Board Member, Wealth Solutions Advisory Council – M Financial Group
- Former Board Member, NAIFA Cedar Valley
- Former Board Member, Cedar Valley Young Professionals
Professional Memberships
- Member, Finseca
- Member, National Association of Insurance and Financial Advisors (NAIFA)
Community Involvement
- Member, UNI Ever Loyal Club
- Youth Basketball Coach, Cedar Valley Basketball
- Former Big Brother Volunteer, Big Brothers Big Sisters
Interests
Outside of work, I enjoy spending time with my wife, Stephanie, and our two children, Carter and Madison. I enjoy golfing in the summer, coaching basketball in the winter, and finding opportunities to travel with friends and family. Giving back has always been important to me, and I’ve appreciated the opportunity to stay engaged in both my community and the financial services industry through volunteering and board roles.
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