Kevin joined the PenFacs Group in January of 2015, bringing with him 17 years of experience in the wealth management industry. Immediately prior to joining PenFacs Kevin was Divisional Vice President with a boutique life insurance point-of-sale firm partnering with financial advisors and their high-net-worth clients across the United States. His background also includes senior roles at two trust companies where he designed advanced trust, estate, tax, charitable and asset protection strategies for HNW and UHNW individuals and families. This planning background makes Kevin uniquely qualified to partner with financial advisors, accountants, attorneys and other professionals to provide effective planning solutions.
Kevin received his bachelor’s degree from the University of Massachusetts Amherst. Kevin is insurance licensed and holds the FINRA Series 7 and 63 licenses. Kevin also holds the Certified Trust and Financial Advisor (CTFA) and Accredited Estate Planner (AEP®) designations.
In his free time Kevin enjoys traveling, fishing and many other outdoor activities. Born and raised on Cape Cod, Kevin enjoys returning to the Cape frequently to visit family.