Kevin Garry joined the family business, Garry Associates, right out of college in 1985. Kevin graduated from the University of South Dakota School of Business and served six years as a non-commissioned officer in the South Dakota National Guard’s 147th Field Artillery.

Kevin has attained his Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®) designations. He prides himself in doing complete financial and estate planning, and his process takes his clients though all of the necessary areas of planning that need to be addressed. Whether it is retirement planning, such as a 401(k) rollover, or making sure that family members are provided for in the event of an unexpected death, Kevin looks at all of the opportunities and potential pitfalls in his clients’ finances.

When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.

After his sister, Cathy, passed away in May of 2019, the family could not be more thankful for the estate plan that was set in place years ago. Cathy was a large farm and ranch owner with her husband, Steve. The farm was able to continue on through Steve and their children after Kevin and the Garry Associates team helped to execute the detailed plans.

Kevin states, “There are so many people walking the walk in their planning situation, but they are not sure where the sidewalk will take them.” Through state of the art technology, Kevin and his team are able to set up planning modules that will tell you where your current and/or future financial plans will take you so you can be confident in your path forward.

Kevin grew up in rural South Dakota in the small town of Salem and has resided in Sioux Falls since 1985. Kevin is married to Melissa, who is a retired nurse from one of the local hospitals. Kevin’s son, Tyler, has been a Partner with Garry Associates for the past decade and a half. Kevin says, “It is wonderful having your son follow in your footsteps with his professional career.” Kevin and Melissa’s daughter, Mahli, has a career in education and resides in Boston, MA. Kevin is a member of St. Katharine Drexel Catholic Church, and in his free time, he enjoys all sports (especially golf and hunting) and spending time with his wife, kids, and especially his grandkids.

• MDRT Court of the Table for 2020**

• MDRT (Million Dollar Round Table) Life and Qualifying Member**

• NSAA (National Sales Achievement Award)

• NQA (National Quality Award)

• New York Life Council* qualifier every year with the company

Being a part of the community has been very important to Kevin and all members of Garry Associates. “Dad told us kids years ago that we must give back to the communities that we live and work in.” Some of his involvement over the years is listed below.

• Board Member – Sioux Falls Catholic Schools Development Committee

• United Way Corporate Gifts Division Chair

• Committee Member – St. Katharine Drexel Finance Committee

• Past President – St. Michael’s Parish Board

• Past President – SDGO (South Dakota General Office) Agents Advisory Board

• Past President – Rocky Run County Club

• Past President – REACH Foundation

• Past Board President – Southeastern Behavioral Health Care

• Past Board President – O’Gorman High School Booster Club

• Past President – Sioux Falls Catholic Schools Foundation

• Past Chairman Member – Sioux Falls Arena and Convention Center

• Past Board Member – Dakota Gold Soccer Club

• Past Board of Directors – Sioux Falls Catholic Schools

• Past Board Member – Sioux Falls District National Association of Financial Advisors

*Council is an annual sales recognition award from July 1 to June 30.

**MDRT, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.