Meet Kevin
Meet Kevin
As our team’s Director of Wealth Planning, Kevin provides a holistic approach to financial, retirement and estate planning. Kevin crafts a customized plan for each client based on their current financial situation and their unique goals.
A graduate of Newmann University with a Bachelor of Science degree in accounting, he also has a master’s degree in taxation from Villanova University. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA), making him qualified to represent clients on tax matters before the Internal Revenue Service. He has more than a decade of experience within the financial services industry.
Family is of the utmost importance to Kevin. In his spare time, he enjoys time on the beach with his wife and their two children.
Kevin is a non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.
