Kevin Kroskey is the founder, CEO, and Co-Chief Investment Officer of True Wealth Design. Since founding the firm in 2005, he has built a team that connects financial planning, investment management, tax, and business expertise around one purpose: helping clients Plan Smarter and Live Better.™ Whether planning for retirement or growing a business, clients benefit from professionals who understand how the pieces fit together and how those decisions impact their lives.
Today, Kevin guides the firm’s strategy, leads the investment committee, and develops the team behind its advice. He is focused on growing the firm’s capabilities while building a culture where care and competence go hand in hand, teamwork comes before ego, and people hold themselves accountable for delivering attentive, proactive service.
Kevin grew up in a small steel town in western Pennsylvania and worked his way through the University of Akron, earning a B.A. in Education and an M.B.A. in Finance. He began his career teaching high school physics before entering financial services in 2002. Beginning with the 2009 tax year, he expanded True Wealth Design to include tax services—an early step toward the integrated firm it has become.
How would you describe yourself in one sentence?
I’d say I’m optimistic, hard-working, a life-long learner, and ambitious professionally but laid-back personally.
What is something most don’t know about you?
I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.
What do you do in your free time?
Family-oriented fun mostly, enjoying our home, friends, community, restaurants, and exercising.
What are your wardrobe constants?
“Comfortable Chic.” Nice shorts or jeans, a well-fitted T-shirt, flip-flops, and some sort of hat. (A bald man always needs a hat for cold, rain, sun, or simply aesthetics.)
What is something interesting someone has said about you?
A few clients call me their “Money Doctor,” which they arrived at independently. That’s what I tell my two daughters that I do.
What are you proud of?
I’m proud that throughout my life I’ve continued to grow, strive to get better, and stay grounded in my core values. My path has required grit, discipline, a bit of luck, and a lot of belief in what was possible. I’m proud of the family, business, and life I’ve helped build and of the positive impact we’ve had on our clients, team, and communities. The achiever in me will always be focused on what can be better, but I’m learning to appreciate the journey, too. And I genuinely believe the best is yet to come.
Personality Profile:
Executive