Kevin joined Planned Results, Inc. in October 2025 and brings over 15 years of experience in the financial services industry. Kevin is a native of Syracuse, NY.

Prior to joining Planned Results, Inc., Kevin was a Vice President, Wealth Advisor at Tompkins Financial Advisors. Before making the move back home to raise a family, Kevin spent 10 years in the New York City area as a Vice President in Business Development & Investor Relations at Antares Capital and HPS Investment Partners working with institutional investors on public and private credit strategies.

Kevin received a B.S. in Management with a concentration in Finance from the School of Management at Binghamton University, where he was a four-year member of the Men’s Varsity Lacrosse team. He holds his Series 7 and 66 licenses.

Kevin resides in the Syracuse area with his wife and three young children. In his free time, Kevin enjoys spending time with his family, playing golf, and is an avid sports fan rooting for Syracuse and the Buffalo Bills!