Kevin joined JFS Wealth Advisors in 2017 and now has more than two decades of experience advising clients on complex financial matters. As a Partner and Wealth Advisor, he provides leadership in delivering thoughtful, customized strategies that help individuals, families, and institutions pursue their long-term financial objectives.
Kevin specializes in serving high-net-worth and ultra-high-net-worth families, as well as business owners planning for transition. He is known for his disciplined approach, clear guidance, and commitment to building enduring client relationships grounded in trust and understanding.
He holds a Bachelor of Arts in Business Management and Marketing from the University of Pittsburgh and an MBA from Penn State University. Kevin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA®). He is actively involved with the Exit Planning Institute (EPI) Pittsburgh, supporting business owners as they prepare for future transitions.
Outside the office, Kevin enjoys spending time with his family, and is active in youth athletics, live music, and outdoor activities including golfing, skiing, and hiking.
