Kevin has more than 25 years of experience advising clients and providing the highest level of customer service. He provides holistic financial planning guidance to individuals and families with a focus on retirement and investment strategies.
Kevin graduated from Fairfield University’s School of Business with a BS in management. Kevin holds the FINRA Series 7, 31, 63, and 65 securities registrations and has earned the CERTIFIED FINANCIAL PLANNER® certification. He holds life, accident, and health insurance licenses. Kevin is an Investment Adviser Representative and a Registered Representative of Commonwealth Financial Network®.
Kevin enjoys spending his free time with his wife, Colleen, and their three sons, Ethan, Gavin, and Chase. He is a volunteer for youth sports in Berkshire County and an avid runner.
Direct phone number is 413-236-3166.