Kevin P. Holland

Founder & President, CFP®, CPA/PFS, AAMS, CMFC, MBA

Kevin founded Optimal Wealth & Investments, Inc. in 1992.  He started his professional career at KPMG, the largest public accounting firm in the world.  He served in both the audit division and in the International Tax Group in the tax division.  Kevin then joined the CME Group (formerly the Chicago Mercantile Exchange) and served as VP of Financial Regulation before founding OWI.  During his distinguished career at the CME, he interacted with many of the world’s top traders learning about trading and risk management of portfolios.  This experience led to the development of the firm’s active management investment approach deploying client investment capital using a relative strength merit-based system.  Kevin embraces a holistic wealth management approach which is the foundation of the firm’s practice.

Kevin has been a Naperville resident for over 25 years. He has been married to his wife Jan for 40 years and they have a son Kyle; a self-employed audio engineer in Nashville and a daughter Stephanie; a medical assistant for a Northwestern OB/GYN practice.   His passions include global financial markets, competitive golf, music, traveling, working out, anti-aging medicine, dining, wine and reading. 

Phone (630) 544-5350