Kevin Pearce, LUTCF, FSS, CLU
President
As founder and president of Pearce Financial Services, Kevin Pearce has been providing American families with comprehensive wealth management services since 1985.
He takes pride in forging ongoing relationships with his clients built on a foundation of trust and mutual respect. Working one-on-one with every client, Kevin’s top priority is helping them achieve financial security that lasts a lifetime.
Kevin is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a lifetime member of the Million Dollar Round Table (MDRT).
His professional designations include Financial Services Specialist (FSS), Charted Life Underwriter (CLU) and the Life Underwriters Training Council Fellow (LUTCF) obtained through the American College.
He and his wife, Julie, who serves as the company’s office manager, are very proud of their three children: Grant, who lives in Denver, Colorado, and twins Trent and Kara who are currently attending college. Trent is a finance major at Creighton University and Kara attends Iowa Western for vet tech. Both deeply committed to their family’s wellbeing, Kevin and Julie bring that same sense of duty to the work they do for their clients.
Julie Pearce
Office Manager
Julie Pearce has been working with her husband, Kevin, the president of Pearce Financial Services, for over 25 years. In her role as Office Manager, she’s often the first point of contact for new clients. During her career, she’s developed a network of resources to help provide comprehensive client support at every level.
Julie is passionately committed to providing attentive service at every level and deeply enjoys working with clients and their families. Over the years, she has built close relationships with many clients and enjoys celebrating their personal accomplishments
Julie and Kevin are very proud of their three children: Grant, who lives in Denver, Colorado, and twins Trent and Kara who are currently attending college. Trent is a finance major at Creighton University and Kara attends Iowa Western for Business. Both deeply committed to their family’s wellbeing, Kevin and Julie bring that same sense of duty to the work they do for their clients.