Kevin has over two decades of experience in the financial services industry, focusing on tax management strategies, investment & wealth management, retirement and estate planning.
Prior to joining Principle Wealth Partners, Kevin was a Vice President, Financial Advisor at Essex Financial and Vice President, Regional Planning Consultant at Fidelity Investments.
Kevin is a Marine Corps veteran and a member of the Marine Corp League. He is a mentor for American Corporate Partners, which provides mentoring services to recent veterans . He is an active member in the Madison community, participating with the Junior Achievement program and Habitat for Humanity.
Kevin and his wife Lori reside in Madison, CT with their two daughters Megan and Kaitlyn.
Education & Certifications
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER™ Professional
Connect on LinkedIn