Senior Partner
Kevin’s background includes over ten years of experience specializing in comprehensive insurance and investment planning for individuals with a focus on personal financial planning, wealth accumulation, estate preservation, and retirement planning. As a specialist in retirement benefits, Kevin works with participants in public sector retirement plans and their families plan for the future.
The focus of his financial planning practice is to create individualized strategies with his clients to help guide them as they encounter financial milestones in their lives.
Continuing his education and staying up to date on legal and regulatory matters is integral to Kevin’s practice. Kevin has obtained the designation of CERTIFIED FINANCIAL PLANNER ™ professional (CFP®). This designation symbolizes Kevin’s dedication to being a valuable resource to his clients.
As Kevin continues to grow his practice, Equitable has recognized him for reaching the annual production level of National Leader Corps (NLC).
Kevin resides in Easton with his wife, Emily, and their two children, Lily and Eamon.
Professional Designations/Registrations:
Kevin has earned the designation of CFP® CERTIFIED FINANCIAL PLANNER™ professional.
FINRA Licenses: Series 7, 66
Life & Health Licenses: New Jersey and Pennsylvania
Degrees/Education:
Graduate of Pennsylvania State University
Industry Awards:
National Leader Corps (NLC)
Centurion