Kevin’s primary objective is to help individuals, families, and business owners identify their financial planning 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 confidence. He helps individuals work towards a more prepared future for themselves, their families, and their businesses by providing a wide range of products and services that seek 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 own knowledge and experience but can call on the knowledge 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 also earned his Series 6, 7 and 63 which are held with LPL Financial and his Series 66 which is held with both LPL Financial and Wealthcare Advisory Partners. Kevin also holds his 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 the independent side of the business with Secure Planning Group, LLC.
He currently resides in West Chester, PA with his wife, Erin, their two children, RaeLynn and Finnegan, and their boxer, Brady. When he is not working hard for his clients, Kevin enjoys spending time with his family, attempting to improve his golf game, fishing, and doing anything else sports related.