Throughout his career in financial services, Kevin has utilized his compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. He approaches each client request or question with a positive attitude and conscientious manner.
He also greatly assists our traders and plays a key role in monitoring client holdings based on client needs.
Before joining our team in 2015, Kevin has work at Mason Dixon Funding, Wells Fargo, and the Intercoastal Mortgage Company. He earned a bachelor’s degree in finance from Virginia Tech.
Kevin lives in Herdon, Virginia. In his free time, Kevin enjoys coaching youth baseball and basketball for his four young children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.