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MEET THE TEAM
Kevin C. Wilson
Financial Planner, Kevin C. Wilson, brings over 25 years of risk management experience from his first career as an options trader on the Chicago Board of Trade. While on the Board, Kevin also taught Options Theory and ran his own small business, custom-fitting high-end bicycles for serious road and mountain bike racers. After retiring from the Board of Trade in 2015, Kevin moved to Door County and began his new career as a financial planner. Kevin graduated from Northwestern University in 1990 with degrees in Economics and Art History. When not working or continuing his education, Kevin enjoys biking, art and architecture, and hanging out with other people’s dogs, while he searches shelters far and wide for his perfect companion. Kevin specializes in building financial plans, estate planning services, asset management, and risk management. Kevin is currently licensed to sell life & and health insurance in WI, MN, TN, IN, MI, and IL. Kevin is currently licensed to offer securities products in WI, MN, TN, IL, MI, and IN.
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Rebecca Cardozo - Pfeiffer
Community Relations Manager, Rebecca Cardozo-Pfeiffer, is first and foremost a home school mom of two competitive figure skaters, who newly transplanted Rebecca to Nashville to pursue their skating dreams. Like many in the sandwich generation, Rebecca cares for her girls, her father, and the girls’ three rescue dogs. Rebecca also holds degrees in law and public health. She is an active fundraiser for cancer research and a volunteer with her youngest daughter at the Nashville Humane Association, where they provide dog socialization and adoption support. Rebecca enjoys hiking, kayaking and romantic comedies.
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Kevin C. Wilson offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Rebecca Cardozo-Pfeiffer is employed by Kevin C. Wilson and not The Prudential Insurance Company of America or its subsidiaries.