Kevin specializes in helping provide financial security to individuals and their families through a comprehensive approach to investment planning and wealth management strategies. As a financial advisor, it is his passion to deliver investment solutions and financial planning services that are in his clients’ best interest. As a dedicated husband and father, Kevin also believes that a wealth plan is only complete if it captures the full scope of a person’s goals and aspirations, both financial and otherwise.
The team’s holistic wealth management approach integrates your objectives into a personalized plan that can be updated as life changes, providing clarity to your future and giving you the freedom to lead an enriching life—without feeling burdened by uncertainty about what lies ahead. Critical to this approach is their clients’ trust, something Kevin holds as sacred and continually strives to earn by managing his practice from a foundation of integrity, accountability and forthrightness.
A graduate of Ithaca College, Kevin earned a Bachelor of Science degree in management with a concentration in finance. He entered the financial services industry in 1992 and has been helping clients achieve their financial goals ever since. In 1999, he completed extensive coursework in financial planning, tax planning, retirement planning, estate planning, investment management and insurance to earn the CERTIFIED FINANCIAL PLANNER™ certification. This has provided a knowledge in these disciplines which allows Kevin to add significant value and expertise to clients’ investments and financial objectives.
Kevin was raised in Connecticut and resides in Glastonbury with his wife, Cheryl, and their three children. Being active in his community is important to him. Kevin also volunteers as a board member for the local Glastonbury YMCA and the board of Cherish the Children Foundation. Outside interests include camping, golfing, biking, and traveling with the family