SUMMARY OF EXPERIENCE AND EDUCATION
Kevin holds an MBA from Saint Joseph’s University. He completed
his bachelor’s degree in Finance at Temple University and
immediately enrolled in an intensive four-month certificate program
where he gained expertise in ERISA and retirement planning.
Kevin began his career in the financial services industry in 1992,
as a 401(k) Administrator. Since then he spent his corporate life
working in various positions within the retirement and brokerage
industries. As a Project Manager, Kevin led teams in the transfer
of companies’ 401(k) plans to the Vanguard Group. These projects
often involved thousands of investors and millions (occasionally
billions) of dollars in plan assets. He spent a total of 8 years
at the Vanguard Group, most recently as the Business Development
Relationship Manager for Vanguard Brokerage Services. It was here
at Vanguard that Kevin developed a passion for low-cost index funds,
exchange-traded-funds (ETFs), and financial planning in general.
In 2008, Kevin completed the CFP Certification Professional Education
Program thru the College for Financial Planning. Additionally, he
now holds the NASAA Series 63 & 65 licenses and held the FINRA
Series 7 from 1993 until 2005.
Kevin’s goal is to build long-term relationships with his
clients based on trust and integrity, and to expand his business
through referrals from satisfied clients. He invites you to schedule
a complimentary, no-obligation Get Acquainted Meeting to discuss
your financial goals and objectives. |
