Kevin Floyd is a CFP®, CFA®, AIF and Series 65 credentialed advisor with 15 years of industry experience. I founded Pomona Wealth Management to build the kind of advisory firm I would want for my own family: independent, thoughtful, transparent, and deeply personal. Since starting in financial services in 2008, I’ve worked across institutional investment management, agricultural lending, national brokerage, and senior wealth management roles, including helping oversee approximately $2 billion in client assets. Those experiences shaped the way I serve clients today: with disciplined investment advice, comprehensive planning, tax awareness, and a commitment to always putting clients first. At Pomona, I work with a select group of families, professionals, and business owners, including many with ties to agriculture and family businesses. My goal is to help clients simplify complex decisions, protect what they’ve built, and feel confident about the future. The name Pomona reflects my Eastern Washington roots. Pomona is the Greek goddess of fruit trees, which felt fitting for a firm built in a region shaped by orchards, farming, and family enterprise. My wife, Melissa, and I live in Richland with our two children, Alexandria and Austin. Outside of work, I enjoy traveling, playing tennis, cooking for family and friends, and staying connected to the communities that shaped me.