Kevin coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Guidepost FORMula.

Erin Ayala is the Office Manager at ClearPath Wealth Strategies, supporting the firm’s advisor and clients through thoughtful organization, operational leadership, and a strong commitment to service. With more than 16 years of experience in executive administration and office management, she helps ensure the firm runs efficiently and smoothly each day.

Her role includes office and workflow management, client relations and team support. Known for her attention to detail and people-first approach, Erin takes pride in creating a well-organized, welcoming environment where both clients and staff feel supported.