Founding Partner & CERTIFIED FINANCIAL PLANNER®

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2024 Wakefield Youth Baseball Volunteer of the Year for NH, created by the Boston Red Sox and the Red Sox Foundation. This award recognizes dedicated volunteers who provide exceptional services to their youth baseball or softball community. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.

Since 2004, Kevin has devoted his career to achieving excellence in financial planning. With over 20 years of experience — and likely 20 more ahead — he is strongly positioned to help clients reach their goals today and meet those they’ve set for the future.

Kevin has built his practice around a simple idea: Life gets busy, but your financial goals shouldn’t get lost in the shuffle. He works closely with individuals and families to develop personalized strategies that reflect what matters most, whether that’s preparing for retirement, funding education for children or grandchildren, or creating a lasting legacy.

Outside of work, Kevin enjoys spending time with his wife, Melissa, and their son, Jaxton. His wide range of hobbies includes woodworking, attending film festivals, working out, and playing golf and pickleball. Most of all, he enjoys coaching youth baseball and basketball. One of his proudest moments was being named the 2024 Tim Wakefield Youth Baseball Volunteer of the Year for New Hampshire by the Red Sox Foundation.

CREDENTIALS & EXPERIENCE

  • B.S. in Finance, Bentley University (Magna Cum Laude)

  • CERTIFIED FINANCIAL PLANNER® professional

  • Series 7 & Series 66 registrations

  • Investment Adviser Representative, Commonwealth Financial Network®

“In my work, I’ve seen babies grow up and graduate from college. I’ve watched professionals build wealth and celebrate their final day of work. And I’ve seen retirees reach a point where they can share their success with loved ones and give generously to causes they care about. Witnessing clients reach long-term milestones like these is powerful — and why I love what I do.”