Focus:
Partner – Wealth Advisor with Heritage Lake Advisors in upstate New York. Kevin is dedicated to creating personalized, detailed, and holistic investment plans that empower his clients to pursue their financial goals and help build a secure financial future. His commitment to delivering exceptional financial guidance includes experience with investment strategies, retirement planning, and estate planning, striving to ensure that each client receives solutions tailored to their unique needs.
His background includes leadership roles in the design of electric vehicles and founding a successful real estate redevelopment company. These experiences have sharpened his investment skills and expanded his understanding of the finance industry.
Education & Credentials:
- Bachelor of science in mechanical engineering from Rochester institute of technology
- Certified financial planner (R)
- FINRA Series 7 & 66
- CA Insurance License (4258256), with New York as his resident state.
Outside the Office:
When Kevin is not helping his clients, he enjoys golfing and skiing with his wife, Kate.
