Hailing from Broomall, PA, Kevin joined 1847 in the Summer of 2015 as an advisor intern and moved into his current full time role in July of 2017. He specializes in all aspects of wealth management, with a focus on special needs financial planning, estate planning, asset management, and retirement income strategies.
Kevin is a “Temple Owl” and a proud graduate of the university’s Fox School of Business with a degree in Finance. To enhance his professional experience, Kevin earned and holds licenses in Life Accident and Health, Series 65, 63, & 6. He also advanced his academics by obtaining his Chartered Special Needs Consultant (ChSNC®) and Retirement Income Certified Professional (RICP®) designations from The American College of Financial Services.
Kevin strives to fully understand the needs of his clients and works to partner them with the best possible solutions. He also knows the importance of availability and is always willing to accommodate after-hours meetings and phone calls.
When Kevin is not hard at work, he enjoys golfing, playing softball, and coaching baseball for Broomall Newtown Babe Ruth.