Along with a team that has nearly 50 years of experience, Kevin provides financial planning for families and small businesses. He assists his clients, through a values-based approach, helping them to achieve their goals towards financial independence and security.
Kevin received his B.Sc. degree from Cornell University, before going into medical research at Albert Einstein College of Medicine. Later, after turning down several acceptances to law school, he attended NY College of Health Professions for 3 years while working full time at a sawmill. He graduated valedictorian, received his Master’s in Acupuncture, and opened his own practice. After 15 years, amid changing insurance regulations and a national economic recession, he decided to move on and went into restaurant management with a national franchise, being promoted to general manager within 2 years.
A lifelong friend of Mike since elementary school, he joined Mike’s team in 2015, realizing the potential to return to his goal of working in a profession where he would be able to help people and have a positive impact on their lives, on an even greater scale than he achieved with acupuncture.
Kevin holds FINRA Series 7 (General Securities Rep.), and FINRA Series 66 (Uniform Combined Securities Agent and Investment Advisor State Law) registrations, as well as life, accident, health insurance, and variable products licenses in GA, FL, PA, and NY.
Kevin, a native New Yorker, resides in Atlanta where he enjoys reading, hiking, and martial arts in his free time. He travels to NY, NJ, FL, and PA frequently to meet with clients.