Kevin is a Financial Planner and client advocate for 1847Financial, supported by the Penn Mutual family of companies. He joined the 1847Financial team in 2007 after graduating with a Bachelor Degree in Finance from LaSalle University. Prior to joining 1847Financial, Kevin was a Personal Banker with Bank of America working in various expanded roles from 2003 – 2006. Kevin holds his Life, Accident and Health insurance licenses and his securities registrations (Series 6, 63, &65). Kevin is currently pursuing his Certified Financial Planner (CFP®) designation from the American College.
Outside the office, Kevin has served as a March of Dimes Born to Shine committee member - New Jersey Chapter, is a Member of NAIFA (National Association of Insurance and Financial Advisors), and a Member of the Union League of Philadelphia. He is also a member of the Association of Advanced Life Underwriting (AALU). He is an active volunteer for Little Smiles and Philabundance. When he isn’t coaching lacrosse for Bishop Eustace Prepatory school, Kevin enjoys spending time with his wife, Liz, and his son, Harrison, at their home in West Deptford, New Jersey.