Kevin provides comprehensive wealth planning services for high-net-worth individuals and families. For more than 25 years, he has been helping entrepreneurs and their families simplify their financial lives.
Kevin earned an Accounting and Business Management degree from Geneva College. Prior to joining the Waldron team, he served as a stockbroker and as an independent financial planner with American Express Financial Advisors. He has proven to be a lifelong learner by becoming a Behavior Financial Advisor from Kaplan University, a Certified Divorce Financial Analyst from The Institute for Divorce Financial Analysts, and a CERTIFIED FINANCIAL PLANNER™ by passing the CFP® Board.
At Waldron, Kevin specializes in providing comprehensive wealth planning for our clients through customized and integrated trust, estate, and multigenerational strategies. He enjoys building long-term relationships with clients through wealth management.
Outside of the office, Kevin enjoys watching football and officiates at various levels. Kevin resides in South Fayette, PA with his family and dog, Ozzy.