Kevin has a long history of advising clients with significant wealth and managing conventional as well as complex investment strategies. He customizes portfolios and personalizes strategies in order to meet each client’s individual investment goals and risk tolerance.
Kevin joined AAFCPAs Wealth Management with 18 years of experience in financial services, as well as 6 years of service as an active duty officer in the United States Marine Corps.
Kevin earned a bachelor’s degree from Providence College, graduating cum laude. He holds Massachusetts life and health insurance licenses and is currently working toward his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, expected in 2019.
Kevin is an active member in the Boston Semper Fidelity Society which serves the needs of current and past Marines located in the greater Boston Community. He is an avid supporter of the Marine Corps Scholarship Foundation which provides financial scholarship assistance to the children of Marines injured and killed in the line of service.
He lives in Marlborough, MA with his wife and two children.