Kevin supports the team with various administrative and client service functions and is training to be a licensed advisor.

Prior to joining the firm, he served four years in the United States Navy. While serving, a mentor taught him the importance of money management, and he discovered a passion for financial literacy.

After serving in the Navy, Kevin chose to take advantage of the Post-9/11GI Bill to pursue higher education. He now holds an associate’s degree in addiction studies from Spokane Falls Community College and a bachelor’s degree in finance with a concentration in personal financial planning from Penn State University.

Outside of work, Kevin enjoys staying active and spending time with his wife and two children. Having grown up in central Pennsylvania, he loves the outdoors, including archery and big game hunting. He is also involved with his local church and community.

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