Kevin assists all types of clients in Vestal, NY, and the Broome County area with their financial planning and investment needs. Kevin has extensive experience providing financial advice to retirement-focused clients and businesses. His responsibilities include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates to clients. His areas of concentration include investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning, and education planning.
Kevin has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies™. The AIF® designation signifies a specialized knowledge of fiduciary responsibility and marks the culmination of an experience prerequisite, a course study, successful completion of a final examination, a signed Code of Ethics and Conduct Standards agreement, and a commitment to annual continuing education.
Kevin is an avid sports fan and history buff and currently resides in Endwell, NY. He holds a bachelor’s degree from The State University of New York at Fredonia and is involved in supporting charities such as the Boys and Girls Club, American Cancer Society, and The Humane Society.