Kevin brings nearly 20 years of experience in the financial services industry, having held advisory and planning roles across several prominent firms. Most recently, he served as a Financial Planner at one of the nation’s largest brokerage firms, where he helped develop and implement fiduciary planning strategies for high-net-worth and ultra-high-net-worth clients.
At Central Trust, Kevin partners with individuals and families to deliver personalized financial planning tailored to their unique goals, values, and priorities.
Education and Certifications
- Master of Business Administration, Lincoln University
- Master of Science in Financial Planning, The American College of Financial Services
- Bachelor of Science in Business Administration, Lincoln University
- Financial Planning Certificate, Bryant University
- Certified Financial Planner® Professional (CFP®)
- Chartered Advisor in Philanthropy (CAP®),
- Estate Planning & Taxation (EPT®)
- Sports & Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA™)
Interests and Activities
Kevin has been actively involved in the community for several years. He formerly served as a board member for the Annie Malone Children & Family Services and as youth mentor at his church. He is a proud advocate for autism awareness and the fight against multiple sclerosis.
Outside of his professional and community efforts, Kevin values spending quality time with his family. He and his wife are proud parents of three sons and a daughter. Their home is made even livelier by their two energetic and playful Goldendoodles.
