Kevin Ternan | Principal

Kevin Ternan brings his clients over 30 years of experience in designing and implementing tax-efficient Business Succession, Executive Compensation, and Wealth Transfer strategies, specializing in business owners and high-net-worth individuals. His mission is to help his clients fully develop their planning objectives and meet their individual and business goals with strategies designed specifically for their needs.

Kevin began his career in 1986 with Capital Analysts, Inc. in Concord, CA. He was recruited to form Neely & Associates in 1991 and started his own firm in 2000. From 2010 to 2020, Kevin formed a joint venture with EPIC Insurance Brokers & Consultants as Vice President, Advanced Business Planning.

Throughout his career, Kevin has developed strategic relationships with top advisors and professionals. Through these relationships, Kevin has access to a network of tax attorneys, CPA’s, underwriting physicians, and re-insurance underwriters. These resources are critical to Kevin’s success in the design and placement of unique insurance solutions.

Kevin holds a Bachelor of Science degree from Saint Mary’s College in Moraga, CA in Business Administration.