Kevin Skogsberg

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Senior Vice President – Investments
Benjamin F. Edwards - Sugar Grove, IL
330 N Division
Unit H
Sugar Grove, IL 60554

kevin.skogsberg@benjaminfedwards.com
Phone: 630-409-0410

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting our clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

Helping us along the way will be my long-time financial client associate, Julie Perez. It is wonderful to have the opportunity to work with Julie, and every day I see the pride she delivers in her client service responsibilities.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016. I began my financial services career in 1979, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Diane. We enjoy traveling and listening to music. In addition, I enjoy playing golf.

Areas of Concentration

  • Asset Allocation
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

Education

  • Northern Illinois University, Bachelor of Science Degree in Finance