portrait of Kevin Mahoney

Kevin Mahoney

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Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving


  • CFP®

    Certified Financial Planner™

Personal Interests

  • Cycling
  • Spending Time with Family
  • Hiking
  • Skiing
  • Traveling

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Office Information


Office Hours
Mon By Appointment Only
Tue 09:00AM - 03:30PM
Wed 09:00AM - 03:30PM
Thu 09:00AM - 03:30PM
Fri By Appointment Only
Sat Closed
Sun Closed


(888) 664-8475

Branch Team

  • Lisa Simpson
    Sr. Branch Office Administrator

Office Address

902 E 2nd St Suite 201
Winona, MN 55987
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