With more than 35 years of experience in the financial services industry, Kevin helps clients pursue their financial objectives with personalized wealth management and investment strategies designed to help them realize the future they envision. He specializes in personal portfolio and investment management, financial planning with an emphasis on retirement income, as well as wealth preservation and transfer solutions. Kevin exemplifies the Synergy approach with trust, understanding, and clear communication as the core elements to providing clients with guidance and solutions that align with their distinct circumstances, priorities, and values.
Kevin earned a Bachelor of Science degree in mineral economics from The Pennsylvania State University. He currently holds the Chartered Retirement Planning Counselor® (CRPC®) and the Chartered Retirement Plans Specialist® (CRPS®) designations. In addition to upholding the fiduciary standard of care as a Registered Investment Advisor Agent, he also holds the Series 7, 9, 10, 63 and 65 licenses as well as Life, Health, and Variable Annuities Insurance licenses.
Kevin has been extremely active in the community. He has served on the United Way of Lebanon County Board of Directors as vice president, and member of the Executive Committee, as well as Finance and Community Impact Committees. He also served as vice president of the Board of Directors for Lebanon County Christian Ministries where he also chaired the Strategic Planning Committee. Kevin is a past president and longtime member of the Lebanon Lions Club where he was awarded the Melvin Jones award for dedicated humanitarian service. His strong desire to educate and inspire youth inspired Kevin to volunteer as a coach and mentor not only with his sons’ athletic teams and Boy Scout Troop, but also to participate with Junior Achievement and the Boys & Girls Club. He and his wife, Maine, are active participants in various other community initiatives, volunteering and raising funds for many organizations including Girls on the Run, American Foundation for Children with Aids, American Cancer Society Relay for Life, SARCC, and Jack & Jill Preschool. They also actively volunteer with mentoring programs at their church.
In his spare time, Kevin enjoys hunting, fishing, hiking, and cycling. He and Maine reside in Lebanon, Pennsylvania and enjoy spending time with their three grown sons, Chris, Brian, and Tyler.