About Kevin
Kevin works directly with clients in gathering data and assists wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for their clients. He also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Born outside of Atlanta in Norcross, Georgia, Kevin currently resides in Cumberland, Rhode Island, with his wife Erin and their two sons. In his free time, he enjoys going on cruise vacations with his family to destinations worldwide and watching sports. He is also an assistant soccer coach with the Cumberland Youth Soccer Association (CYSA).
Education and Professional Milestones
-Providence College – bachelor’s degree in science
-Has also held a financial services role for Morgan Stanley
Kevin works directly with clients in gathering data and assists wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for their clients. He also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Born outside of Atlanta in Norcross, Georgia, Kevin currently resides in Cumberland, Rhode Island, with his wife Erin and their two sons. In his free time, he enjoys going on cruise vacations with his family to destinations worldwide and watching sports. He is also an assistant soccer coach with the Cumberland Youth Soccer Association (CYSA).
Education and Professional Milestones
-Providence College – bachelor’s degree in science
-Has also held a financial services role for Morgan Stanley