Albany, NY
Kevin Beutel
Hi there! I’m Kevin Beutel, a Wealth Manager and a FEEBA Certified Federal Retirement Consultant specializing in helping federal employees with retirement. With clients, I pride myself on simplifying complex financial concepts and breaking them down into clear, actionable steps. My passion lies in promoting financial literacy, with a key focus on establishing sound financial habits, developing effective budgeting strategies, and mitigating risks for a secure retirement. Together, my clients and I develop a deeper understanding of the factors that drive financial success and create a personalized plan to build a successful future.
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Savvy Investment Team
Lauren Kanipe
Lauren Kanipe is a dedicated financial services professional with over 3.5 years of experience, endeavoring to deliver exceptional client experiences through integrity, meticulous attention to detail, and outstanding communication skills. She began her career at Merrill Lynch in Charleston, SC, where she honed her ability to build meaningful relationships and target results.
Holding a Bachelor of Science in Business Administration from The University of South Carolina and a Securities Industry Essentials (SIE) certification, Lauren combines her educational foundation with a passion for helping others. She aims to provide white-glove service, working closely with advisors and their clients to simplify processes and ensure seamless, high-quality support.
Professionally, Lauren is driven by her commitment to making a positive impact in the lives of others. Personally, she values family and cherishes opportunities to foster strong, meaningful connections. Her client-centric approach and dedication to excellence make her an invaluable asset to her team and clients alike.
I aim to provide ongoing, one-on-one advice anchored in a comprehensive financial plan for federal employees.
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NAVIGATE FEDERAL RETIREMENT COMPLEXITY
Federal Retirement Planning
We aim to simplify the complexity of federal retirement systems by breaking down intricate rules into clear, manageable concepts. We do it by crafting a tailored action plan that meets your needs now and throughout retirement, serving as your trusted advisors for confident decision-making.
Take control of your financial future
Financial Planning & Analysis
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Get to know
Kevin
Kevin Beutel, MBA, is a dedicated Wealth Manager in Albany, NY. His passion for financial guidance was sparked while working as a controller for an excavating company. Volunteering to teach a financial literacy course for a local nonprofit revealed his deep satisfaction in educating others and helping them achieve their next financial milestones.
Inspired by this experience, and having witnessed the significant financial challenges and lack of professional guidance faced by the blue-collar workers at the excavating company during the 2008 financial crisis, Kevin launched his career as a financial advisor. He subsequently returned to school to earn an MBA with a Master’s Level Certificate in Financial Planning.
Early in his career, he also assisted several federal clients with their taxes, which motivated him to specialize in navigating the complexities of federal benefits.
In 2025, Kevin joined Savvy. He was drawn to the firm's technology, which allows him to streamline administrative tasks and dedicate more personal time to assisting clients. Outside the office, Kevin enjoys the natural beauty of Upstate New York through activities like woodworking, gardening, hiking, and occasional kayaking with his wife.
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How did you become a financial advisor?
While working as a controller for an excavating company, I volunteered to teach a financial literacy course for a local nonprofit. Through this experience, I discovered my passion for teaching and helping students take their next steps. This inspired me to return to school, where I earned an MBA with a Master’s Level Certificate in Financial Planning.
In 2008, I witnessed firsthand the financial challenges and lack of guidance faced by blue-collar workers at the excavating company. These early experiences launched my career in financial advisory and fueled my commitment to helping others.
What types of clients do you work with?
I primarily work with federal and state employees, including those from the post office, IRS, and Department of Defense.
What areas of expertise do you have?
My expertise lies in navigating the complexities of the federal retirement system and taxes. Federal pension systems, the Thrift Savings Plan, and Federal and Postal Health and Employee Life Insurance benefits have unique rules that can be challenging. I help clients break down these complex systems into simple, understandable concepts.
What kinds of strategies do you help clients with?
I focus on financial planning, tax optimization, and retirement planning strategies for my clients.
What is your favorite part of working with clients?
My favorite part of working with clients is simplifying complex and intimidating financial concepts into clear, actionable steps.
What is it like partnering with Savvy?
Personal connections with clients are vital to me, and I strive to dedicate as much time as possible to them. Previously, administrative tasks and obligations consumed much of my time, limiting my client interactions. By joining Savvy, I leverage their technology and service level to reclaim time for my clients.The culture, collaboration, and excitement the team has about what we do, I’ve never experienced anything like it.
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The FRC certification is given by the Federation of Federal Employee Benefit Advocates (FFEBA). FFEBA is not endorsed or affiliated in any way with the Federal Government.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.