Kevin is a Senior Wealth Management Advisor and Partner of Legacy Edge Advisors. With over 20 years of financial planning experience, Kevin built his career by focusing his attention on the needs of his clients by providing comprehensive solutions, customized asset management strategies, and ongoing support to the families he serves.
Kevin has had a lifelong career goal of having an independent firm that prides itself on quality planning as a fiduciary. It has always been Kevin's belief that proper planning begins with listening, respect, and genuinely caring for your clients. Putting their interests first and ensuring strong communication throughout the client experience has been the backbone of Kevin’s career as a Wealth Management Advisor.
Prior to the merger that formed Legacy Edge Advisors, Kevin was a Partner at Orbis Wealth. Preceding Orbis Wealth, Kevin worked for 16 years as a Senior Wealth Management Advisor at TIAA where he specialized in holistic planning with high-net-worth professionals in the academic and medical community., Early in his career, Kevin was a financial planner with Guardian / Park Avenue Securities.
Kevin earned his bachelor's degree in business from CUNY Brooklyn College. He resides in Long Island, NY, where he raised his two sons, Zachary, and Matthew. In his free time, you can find Kevin watching and playing sports, cooking for his family and friends, or traveling to new destinations where he can enjoy the local cuisine and culture.
Kevin is committed to his clients and the mission of Legacy Edge Advisors. With the incredible resources at his disposal, including customized investment capabilities, robust technology, and a partnership network of dynamic, like-minded individuals, Kevin is well positioned to help his clients and their families reach their financial goals for generations to come.