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Bio
Kevin Pollack is a Co-Founder and Managing Partner at Chamberlain Warden. His specialty is operations, financial planning, analysis, strategy, and design. A true servant to his country and community, Kevin is a Veteran of the Iraq War having served for the Marine Corps and deploying on three consecutive active duty tours. Upon an Honorable Discharge as a Sergeant, Kevin pursued his Undergraduate degree of Finance at Western Michigan University and worked as a Manager within the financial services industry since completing his time there.
Kevin, along with Chamberlain Warden Co-Founder, Andrew Dement, developed their Comprehensive Wealth Strategy concept to use with their clients whom primarily include individuals and families planning for, entering into, or navigating through retirement. Using their Comprehensive Wealth Strategies, Kevin, Andrew and the Chamberlain Warden team of Associates and Affiliates work to help their clients create, preserve and distribute wealth.
Kevin earned a Bachelor of Business Administration (BBA) Finance degree after studying at Western Michigan University. He also successfully completed the Uniform Investment Adviser Law Examination and is a licensed Investment Adviser Representative. This designation requires Kevin and Chamberlain Warden to act as Fiduciary – the highest standard of care that a financial professional can be held to. Currently, Kevin is pursuing a Master of Science Degree, Personal Financial Planning Major and Certified Financial Planner designation from the College for Financial Planning.
Kevin enjoys having an active role in his community and volunteers with the Veterans Administration to provide financial advice to Veterans in need. He also enjoys volunteering with the Michigan Brewer’s Guild at events around the state.
A native of Royal Oak, MI; Kevin, his wife Amber, and their St. Bernard, Nico, currently reside in Metro Detroit. Kevin is a product of the automotive industry; growing up he enjoyed learning about cars from his father, a master mechanic, while working on an assortment of motorized vehicles. When not working with clients or managing operations at Chamberlain Warden; Kevin enjoys spending time with his family, golfing with friends, riding his motorcycle and working in the garage.
Military Experiences
Deployments
(2 years)Military Credentials
Professional Development Schools
Individual & Special Skill Schools
Aug 2005
Arabic Survival Level Language Course
Security Clearance
Secret