Kevin currently serves as Senior Vice President of Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients.
He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each of their participants. Kevin assists clients with navigating fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.
He has his MBA in Finance from the University of Hartford and a BS in Finance from Bentley College.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheckoffered through Triad Advisors, member FINRA/SIPC.