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I am Kevin Mallory, CEPA. 

Partnere | VFM Strategic Partners


I am Kevin Mallory. Partner and CEPA at VFM Strategic Partners.

My mission is to provide personalized financial strategies that help individuals and business owners navigate life’s biggest milestones. With extensive experience in financial planning, estate strategies, and insurance solutions, I specialize in crafting exit plans for business owners and preparing professionals for retirement, education funding, and other significant life goals.


My Approach.

I take pride in delivering a unique level of attention, insight, and expertise to every client I work with. My approach is holistic, ensuring that each financial plan is comprehensive and tailored to align with individual or business objectives. Whether it’s building value in a business or securing personal financial stability, my goal is to help clients achieve lasting success.


Outside of my professional life, I’m passionate about exploring the world through travel, immersing myself in new cultures and experiences.

I’m also a creative at heart, spending time as a DJ crafting music mixes that bring joy to friends and family. When I’m not traveling or mixing music, you’ll often find me on the baseball field or watching the game, embracing the teamwork and strategy that resonate deeply with me.


I believe that professionalism and relatability go hand in hand, and I strive to make financial planning a meaningful and approachable process. Let’s start a conversation about your financial future—I’m here to help you reach your goals.

Have A Question? Contact Kevin Mallory Today!




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