Kevin Churchill, CFA, CFP®
Chief Investment Officer | Wealth CFO
Institutional Asset Management adapted for Private Wealth™
Kevin believes that every client’s financial journey is personal, and lasting success begins with a strong partnership built on trust and clarity. As a fiduciary advisor, he works closely with individuals, families, and organizations to understand what matters most to them, then aligns their goals with thoughtful strategies designed to create both security and opportunity. His approach emphasizes open communication, collaboration, and a long-term commitment to helping clients turn today’s resources into tomorrow’s achievements.
Kevin’s philosophy, “Institutional Asset Management adapted for Private Wealth™,” focuses on developing globally diversified portfolios aligned with each client’s risk tolerance and long-term vision. By blending institutional-level strategies with personalized financial planning, he can helps clients transform today’s prosperity into tomorrow’s possibilities. When values align, Kevin fosters genuine collaboration, ensuring that financial planning becomes more than just asset management—it becomes a partnership for life.
CLIENTS WE SERVE
Families
Business Owners
Empowered Women
Tech
Executives
Gen X/Y
Our Tool Box
Integrated Financial Planning & Investment
Management Services
Budget/Cash Flow Planning
Employee Benefits Optimization
Goals-Based Planning
Tax Optimization
Retirement Planning
Divorce Planning
Risk Management
Divorce Mediation
Education Planning
Estate Planning
Debt Management
Investment Management
How We Serve and Advise You
Empowering Your True Wealth
Personal Family CFO
$15,000
Who it’s for:
- Single or married taxpayer(s)
- Executives, Tech Professionals, or Consultants
- Over $750,000/year income or have significant equity compensation or already retired with a net worth above $4 million
- Best for those looking to address estate planning, advanced investment strategies, risk management, charitable planning, or creative tax strategies
What it includes:
- Personal tax return preparation up to $1800 a year with a CPA in our network
- Tax Projections and Advanced Tax Planning semi-annually
- Estate Plan Summary
- Ongoing collaboration with your professional team and an Annual Wealth Summit with your CPA and attorneys
Business Wealth CFO
$25,000
Who it’s for:
- Single or married taxpayer(s)
- Self-employed, small Business Owner, Family Held Business Owner
- Over $750,000/year in take home income or Business revenue above $3 million
- Best for entrepreneurs or business owners looking to address, buy-sell agreements, create an owners board of directors, address advanced business planning strategies, risk management, and creative tax planning
What it includes:
- Personal tax return preparation up to $1800 a year with a CPA in our network
- Includes an annual business valuation done by a CPA/Certified Business Value Appraiser
- Estate Plan Summary for each owner up to 4
- Ongoing collaboration with your professional team and an Annual Wealth Summit with your CPA and attorneys
The Forefront Team
A Collection of Thinkers, Learners, and Problem Solvers
Eric Negron, CEPA, AWMA
CEO | MANAGING PARTNER
Amy Colton, MBA, CDFA
PRESIDENT OF DIVORCE MADE SIMPLE | WEALTH ADVISOR
Chad Rixse, CRPS®
DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR
Meghan Rutherford
MANAGING DIRECTOR OF OPERATIONS
Kevin Churchill, CFA, CFP
CHIEF INVESTMENT OFFICER
Michael Sokolowski, CPA
TAX ADVISOR
Michelle Fuccella
FINANCIAL PLANNING ANALYST
Christopher Marrone, CFP
WEALTH ADVISOR
Nick Wolf, CFP, CEPA
EXIT PLANNER | WEALTH CFO
Aspen West, CFP
BUSINESS ADVISOR | WEALTH CFO
Melody Brady, MBA, CFP®
WEALTH CFO
Lauren Mulligan
DIRECTOR OF OPERATIONS
Debra Bigler
DIRECTOR OF BUSINESS DEVELOPMENT
Christopher Amores, MPA
CHIEF TECHNOLOGY OFFICER
Elise Abrego
DIRECTOR OF FINANCE
Kelle Schnabel, CLU, LTCP
INSURANCE DIRECTOR | LTC SPECIALIST MEDICARE STRATEGIST
Katie Cline, PMP
DIRECTOR OF MARKETING
Donovan Sealy
FINANCIAL PLANNING ASSOCIATE
Ashley Harkey
CLIENT OPERATIONS ASSOCIATE
Happy Witt
Billing Operations Associate
Laurie McAleenan
DIRECTOR OF CEO SUPPORT & COLLABORATION
An Overview of Our Planning Process
Expert Financial Advice to Help You Navigate Life’s Major Decisions
Empowering You From The Start and at Every Curve, Pivot, and Challenge on Your Journey
You’ll Build True Wealth Intentionally with Passion, Consistency, and Our Guidance
What Can You Expect
Working With Us?
A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!
The Forefront Investment Philosophy
Simple, Powerful Approach to Investing
Powerful Insights
The Power of the Dollar-Cost Averaging in a Volatile Market
The Importance of Exit Planning for Small Business Owners
The Corporate Transparency Act
Secure Act 2.0 Notes and Highlights
Ready to Get Started?
Finding your path to financial freedom is one click away. Schedule a free coffee meeting with me to see how Forefront can help. We’ll meet wherever is convenient for you, whether that’s our Anchorage office in midtown, over Zoom, or at another place of your choosing. I look forward to connecting with you!
