photo of Kevin Cloward

Kevin Cloward

Managing Partner


For over 20 years, Kevin has enjoyed working alongside business owners and high net worth families to reach their maximum potential in business and life. He understands there is a blurred line between the two and having a strategy that can complement both is important.

Kevin specializes in creating a custom approach for tax compliance, planning, and business advisory.

His expertise is working with: family offices, multistate corporations, multistate partnerships, limited liability companies, and S-corporations.

Kevin also supports high net worth individuals in industries including: real estate, restaurants, hospitality, manufacturing, professional services, and private equity.


  • Master of Science, Taxation, Golden Gate University
  • Bachelor of Science, Accounting, Biola University


  • Married to Brandi for more than 15 years and blessed with six children
  • Member, Lakeshore City Church
  • Hobbies include spending time with family, hiking and strength training