Kevin joined the firm in 2014 and serves as an Advisor, working with clients to help them understand their personal financial situation while developing and implementing solutions that integrate investment, insurance, retirement, tax, and estate planning strategies. Kevin especially enjoys working with business owners and executives to provide timely, meaningful financial advice in their busy lives and constantly changing environments. Holding previous positions as a financial advisor for Penn Mutual and AXA Equitable, he brings over 10 years of experience in the financial services industry and a strong background in financial planning and personal insurance. Kevin is currently based in Southern California where he recently launched and now manages the firm’s West Coast office. In his free time, he enjoys golfing, traveling, and spending time with friends and family.

Previous Experience

  • Financial Advisor at Penn Mutual
  • Financial Advisor at AXA Equitable

Education & Credentials

  • BS, Johnson and Wales University, Financial Services Management, summa cum laude
  • 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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