Kevin’s primary objective is to help individuals, families, and business owners identify their financial security needs and then focus on strategies that aim to help make their goals a reality. By providing investment, retirement, and insurance strategies he helps them feel confident about their long-term financial future.
Kevin’s mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security. He helps individuals work towards a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals, whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. He relies not only on his knowledge and experience but can call on the experience of a team of specialists.
Kevin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. To acquire the CFP® designation, Kevin completed extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. He has also earned his Series 6, 7, and 63 registrations held with LPL Financial, and Series 66 held with both LPL Financial and Wealthcare Advisory Partners currently held through LPL Financial, and holds life, health, disability, and long term care insurance licenses.
Kevin attended Shippensburg University where he majored in Business Management/Entrepreneurship. He started his financial services career in August 2010 at Northwestern Mutual afterwards transitioning to Secure Planning Group, LLC while previously working with Millers Insurance Agency.
He currently resides in Exton, PA with his wife Erin, daughter RaeLynn, and boxers Brady and Maximus. In his free time, Kevin enjoys coaching West Chester Legion Youth baseball, playing in the Coatesville adult baseball league, watching sports, and attempting to improve his golf game.