Kevin Knull, CFP®

Experienced Financial Services Executive

Kevin Knull, CFP®, is the President of TaxStatus, a company focused on providing integrated wealth management solutions. He has a robust background in financial services and fintech, having held various leadership roles in multiple organizations.

Professional Background

TaxStatus: As President, Knull leads the company in developing financial technology solutions and strategies aimed at enhancing client engagement and financial planning.
Campbell Wealth Management: Prior to TaxStatus, he served as President and Chief Revenue Officer, where he contributed to the growth and strategic direction of the firm from March 2022 to April 2023.
YCharts: He was involved in transforming this fintech company into a sales-oriented organization during his tenure as President.
MoneyGuidePro (PIEtech, Inc.): Knull played a pivotal role as President from 2013 to 2017, where he significantly increased the company's market share and improved corporate culture.
Symetra Financial: He held multiple senior roles, including Managing Director and Head of Registered Investments, overseeing significant revenue generation and product development initiatives.

Contributions and Expertise

Knull is recognized for his thought leadership in financial planning and technology, often addressing key questions about effective financial advice and quality planning. His expertise spans business development, corporate strategy, and innovation in financial technology, making him a prominent figure in the industry.1

Experience

President at Campbell Wealth Management (March 2022 - April 2023)

President and Chief Revenue Officer at YCharts (February 2021 - November 2021), Managing Partner at Paradigm Shift Partners, LLC (May 2017 - February 2021), CEO & Co-Founder at Truthify (May 2017 - January 2021), President at MoneyGuidePro (PIEtech, Inc.) (2013 - 2017)