Kevin Alpert

Kevin specializes in serving the unique wealth management needs of automotive dealership owners and executives. His deep understanding of the automotive retail industry enables him to work on providing solutions tailored for dealership families.

Kevin works with dealership owners to optimize reinsurance strategies, manage business liquidity, and develop comprehensive wealth creation plans. His approach aligns with WMK's commitment to providing specialized expertise to niche markets where our team has demonstrated competence.

Kevin’s experience prior to joining WMK is uniquely aligned with his current role. He served Dealer Principles as an Account Manager for the Amynta Group, where he was responsible for maximizing his client’s Finance & Insurance strategies. He also spent a decade at GM Financial, serving various roles from Credit Management to Account Executives. His career began as a Financial Advisor.

Kevin earned his BA in Economics from the University of Colorado at Boulder. In his free time, he is an avid hockey fan and coach, deeply engaged in the Colorado Amateur Hockey Association Board. He holds the FINRA Series 65 license.