Kevin joined the firm in 2018 as a Senior Advisor Associate. Kevin is responsible for investment and financial planning analysis on behalf of clients and works to implement the resulting solutions. He also volunteers regularly with the IRS Volunteer Income Tax Assistance Program (VITA).

Previous Experience

  • Client Service Associate at HSBC Securities
  • Graduate Development Program Trainee at HSBC Bank

Education & Credentials

  • BS, University of Florida, Accounting
  • MA, University of Florida, International Business
  • Certified Financial Planner

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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