Kevin provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Kevin uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Kevin monitors its performance on an ongoing basis, and makes any adjustments as needed.
Kevin has worked as a Financial Consultant with both individual and institutional investors since 1997. He completed specialized studies at the New York Institute of Finance and has a professional designation of Certified Retirement Counselor. He earned his MBA from Rensselaer Polytechnic Institute with a concentration in economics and finance and went on to successfully complete postgraduate studies from The Wharton School at the University of Pennsylvania.
Kevin qualified and has been chosen as a Five Star Wealth Manager for the eighth year in a row. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017 2018, and 2019. Five Star Wealth Managers. He has been recognized and seen in Forbes, Money, Fortune and the Wall Street Journal as a Five Star Wealth Manager.*
He lives in Guilford, Connecticut with his wife and two children and is involved with various charities. Kevin enjoys being an active member in the community, including coaching youth basketball and baseball.
Kevin’s FINRA registrations held with LPL Financial:
SERIES 7, 26, 63, 65, LIFE & HEALTH
*Certified Retirement Counselor (CRC) conferred by InFRE®.