Kevin began his career in the financial industry in 1987 due to his passion for capital markets and helping people achieve their desired lifestyle. He gained valuable experience working for various financial institutions, including Smith Barney/Morgan Stanley, from 1988 to 2010, where he served as a financial advisor, national training officer, assistant branch manager and branch manager. From 2010 to 2024, he worked at Oppenheimer & Co. as an executive director for investments and branch manager.
Kevin holds a bachelor’s degree in business administration from Boise State University and passed the Series 7, 63, 65, 9 and 10 exams.
In his work with clients, Kevin’s main objective is to get to know their families and their lifestyle goals so he can help provide the best, personalized service possible. Along with his professional work, Kevin brings his financial experience to his community, currently serving as treasurer for Brewster Park Club, Inc. and previously serving on the board of overseers for Newton Wellesley Hospital and as a town meeting member for the Town of Wellesley.
He and his wife, Stephanie, are proud parents (and in-laws) to Connor and his wife, Elyse, Drew and Katherine, and proud grandparents to Connor and Elyse’s daughter, Lucy. Kevin enjoys spending his free time outdoors on the golf course (as a member of Oakley Country Club and The Captains Golf Course), on the beach at the family cottage in Brewster and fly fishing on the flats.
