Kevin began his career in finance on the corporate broker-dealer side, eventually leading the Trade Desk and Service teams as Director of Operations for a prior firm. He later transitioned to a field office which allowed him to develop his skillset in Financial Planning and Compliance. In addition to his important work with clients, Kevin is also focused on organizational building and has a passion for helping other financial professionals develop an advice-centric practice. He works closely with our advisors and often leverages his past knowledge and experience to serve as a valuable resource for our team.

Kevin holds a Bachelor of Science in Aviation Management from Bridgewater State University as well as the Finra Series 6, 7, 63, 65, 24 and 4 licenses. Kevin is a Registered Principal, a Chartered Retirement Planning Counselor^SM and a member of the Charlotte, NC chapter of the Financial Planning Association (FPA). Kevin is also a Certified Plan Fiduciary Advisor (CPFA^®), which demonstrates the expertise required to act as an ERISA plan fiduciary or help plan fiduciaries manage their roles and responsibilities. He is licensed for Life, Accident, Health or Sickness, Medicare Supplement and Long-Term Care insurance.

Originally from New England, Kevin now resides in Weddington, NC with his wife Keri and their daughter Evelyn Jo. When not at work he enjoys spending most of his time in the great outdoors, camping, hiking, target shooting, barbecuing new creations on his Big Green Egg, snowboarding and digging the occasional relic while metal detecting being some of his favorites.