Kevin's primary objective is to help individuals, families, and business owners identify their financial planning needs and then focus on identifying strategies that can help them work towards their goals. 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 confidence. He helps individuals work towards a more secure future for themselves, their families, and businesses by providing access to 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 expertise 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, 63, and 66 registrations 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 Miller’s Insurance Agency, and then moved to Secure Planning Group, LLC.
He currently resides in Exton, PA with his wife Erin 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.