Kevin began working as a paraplanner at DFSC in 2014. He works closely with the CFP®’s to prepare financial plans and materials for new and existing client meetings.
Kevin was born and raised in Rochester, NY. He graduated from Mercyhurst University with a degree in Finance & Concentration in Financial Planning. Kevin has held two previous positions in the finance industry with the hopes of becoming a Financial Planner.
Kevin’s parents and 3 younger brothers continue to reside in the Rochester, NY area.
What are you passionate about?
Kevin is excited about starting his career in the Financial Planning industry with DFSC. He also shares a strong passion for the sport of lacrosse. Kevin was fortunate enough to be a part of the 2011 National Championship team at Mercyhurst.
Where can we find you when not in the office?
Spending free time with family and friends. He enjoys being outdoors, playing golf, boating, or even attending a sporting event. He will always be a supporter of the Buffalo Bills & Syracuse University but he has grown to root for the Cleveland Indians & Cavaliers.