Kevin has been helping his clients protect and achieve their financial goals for over ten years. With his legal background, Kevin has focused on Estate Planning while providing solutions for both retirement and life long needs.
Graduating from Clemson University in South Carolina, Kevin went on to receive his Juris Doctorate from the Pace University School of Law in White Plains, New York.
Kevin’s drive and passion to help his clients reach their financial goals has created working relationships that have blossomed into lifelong partnerships and friendships.
“By planning to achieve my clients dreams and goals I am able to protect their family’s legacy, which is always my number one priority,”
Kevin currently resides in West Nyack, NY. He is a licensed Financial Advisor in NY, NJ, PA, VA, NC, NV, and FL.
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.