Kevin provides comprehensive wealth planning services for high net worth individuals and families. With more than 25 of experience in the industry, 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 prior to joining Waldon in 2002. Kevin resides in South Fayette with his family. He is a passionate fan of football 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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