Vermont Team

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.

John has more than 40 years of experience in the financial services industry. He has helped clients manage finances in his past roles as a manager, mortgage originator, loan specialist, and investment consultant. He graduated from Onondaga Community College with an associate’s degree. Prior to joining Berkshire Bank in October 2012, John worked for Beacon Federal for 16 years and First Federal Savings & Loan for 13 years. John holds the FINRA Series 7 and 63 securities registrations. John currently resides in Syracuse, New York.

Direct phone number is 315-362-4412.