Kevin Murray, EA, MSAT, CLU, ChFC-Founder

Kevin Murray is a seasoned tax strategist, financial coach, and marketing expert with a passion for empowering financial advisors to deliver exceptional value to their clients. With over 20 years of experience in tax planning and financial services, Kevin has developed a reputation for providing innovative, client-focused solutions that bridge the gap between financial planning and tax efficiency.

As the founder of WysePath Tax Planning, Kevin collaborates with financial advisors to create tailored tax strategies, helping clients minimize liabilities and achieve long-term financial goals. He is also the voice behind The Money Dad, a trusted resource for personal finance education and practical advice.

When he’s not developing cutting-edge strategies for clients, Kevin enjoys spending time with his family, playing and coaching sports with his two children, especially hockey and lacrosse, and exploring new ways to inspire financial confidence in others.