Kevin has over 19 years of experience helping successful individuals and families implement time-tested, innovative strategies to address their unique, goals-based financial, retirement, investment, and risk management objectives. His professionalism, experience and dedication to his clients has been consistently recognized over his career, including qualifying many times for the Million Dollar Round Table (MDRT), considered the premier association for financial services professionals.
Kevin's practice focuses on the areas of retirement income planning, investment management and estate conservation strategies. His many years of experience, coupled with a commitment to client service and relationship management forms the foundation upon which his practice is built.
He takes the time necessary to understand the specific situations of the clients he works with; thereby being able to establish sound objectives, develop appropriate goals-based strategies, and review progress made together toward their achievement.
Recognizing the need for a well-balanced financial strategy, Kevin works in concert with his clients' legal and tax advisors on complex cases to help facilitate flexible strategies that will adjust as individual, family and/or business needs change.
Kevin and his wife and son live in Attleboro, Massachusetts.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.