As a financial advisor, Kevin is committed to providing comprehensive financial planning and investment management for families, retirement plans, and non-profit organizations. His experience in wealth management provides a consultative approach to retirement, college, and estate planning, as well as charitable gifting strategies.
Whether you need guidance in accumulating, preserving, or transferring your wealth, he can help you manage the risks and make sense of the available options. When Kevin partners with you to manage your wealth, you can be sure he has a strong commitment to educate you about best practices regarding your total financial picture.
Kevin’s drive for excellence is apparent and contagious. As a Summa Cum Laude with a B.A. in Education from La Roche College, Kevin is able to explain complex financial concepts to clients so they feel confident about pursuing their financial goals. He holds the Series 7 and 66 registrations, along with Life, Accident, and Health Insurance licenses.
Kevin lives in Pittsburgh with his wife, nine children, and English Labrador. He enjoys fishing, clay pigeon shooting, and worshipping at Tov Church. In both his professional and personal life, Kevin’s greatest desire is to take great care of those for whom he is responsible.