Joining the JFS team in 2017, Kevin works with clients to develop, implement and monitor tailored financial solutions. With over 15 years of experience in the financial services industry, Kevin has a deep knowledge of financial planning and investment strategies customized for client-specific needs. His mission is to help clients and their families attain their financial goals by identifying and implementing comprehensive strategies designed to efficiently build, protect and distribute wealth.
Kevin received a Bachelor’s Degree in Business Management from the University of Pittsburgh and a Master’s of Business Administration (MBA) from Penn State University. Before joining JFS Wealth Advisors, Kevin spent six years advising clients within Huntington Bank’s Wealth Management group. Prior to returning to Pittsburgh, Kevin lived in Central Pennsylvania and worked for several large financial institutions, where he provided financial and investment advisory services to clientele. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and takes great pride in his experience working directly with clients to develop a financial goals plan centered around their needs.
Kevin lives in the Pittsburgh metropolitan area with his wife and three boys. Outside of work, Kevin loves spending time with his family and friends outdoors, travel, golf, skiing, hiking, camping, and meeting new people.