Working as a Financial Advisor, Kevin focuses on working with individuals, families and businesses in the DC metro region.
ON AN INDIVIDUAL LEVEL Kevin provides innovative solutions for investing towards a secure future, protecting assets that have taken a lifetime to accumulate, reducing potential income or estate tax exposure and optimizing retirement strategies.
ON THE BUSINESS SIDE Kevin works with the employer to come up with solutions for employee benefits (health, dental, disability), protecting businesses against the loss of key employees, creating ownership succession strategies and 401(k) and SEP/IRA plans.
Keeping you organized and in-the-know, Kevin provides his clients with access to the revolutionary financial software, eMoney. For a brief description of this resource, please watch the following video:
Professional Credentials
- Chartered Life Underwriter (CLU)
- Registered Health Underwriter (RHU)
- Series 6, 7, 63 and 65 Professional Licenses
Industry Involvement
- National Association of Insurance and Financial Advisors (NAIFA)
- Professional Achievement in Continuing Education (PACE)
- Million Dollar Round Table (MDRT)
Background
With over 30 years of experience in the financial services industry, Kevin's wisdom with Asset Management has helped numerous clients meet their long term financial goals. Kevin currently resides in Clifton, Virginia with his wife Barbara. Kevin and Barbara are philanthropically involved with numerous charities in Northern Virginia.
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.