Kevin began his career in the financial services industry in 1979 following his graduation from the University of Miami, with a Bachelor of Business Administration in economics and finance. Kevin heads up our Schaumburg, Ill. office, focusing on providing wealth management, preservation and transfer strategies to individuals. In addition Kevin assists plan sponsors with the design and management of their corporate retirement plans, and helping participants maximize their benefit. He is a Certified Retirement Counselor and Accredited Investment Fiduciary. Kevin resides in Inverness, Illinois, with his wife, where they raised their three children. He actively participates in local charities, and enjoys golf in his free time.