Kevin specializes in retirement accumulation and distribution strategies, family protection, and business succession planning. He bases his practice on the philosophy of working conservatively with clients in order to achieve realistic goals.
Kevin’s ongoing commitment to education allows him to continually inform his clients of changes in the industry and in the economy. Being this type of resource has enabled him to sustain long-term relationships with his clients. Kevin was recently listed as a Five Star Wealth Advisor in Rhode Island Monthly magazine. A graduate of Bryant University, Kevin lives in Kingstown with his wife and 2 daughters.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.