Kevin specializes in risk and liability management, cash flow and debt management and comprehensive planning. With more than 20 years of experience in finance, he began his career as a stockbroker, then spent six years as an independent financial planner with American Express Financial Advisors and later joined a firm specializing in estate planning and wealth transfer. Kevin is an avid runner and competes in many charitable races. He is a passionate football fan, and officiates at various levels.
Education & Certifications
B.S. Business Administration, Geneva College
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst™
Behavior Financial Advisor™
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