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As a Senior Financial Advisor and Managing Director, Kevin brings enthusiasm and critical experience in creating unique plans for clients and families.

With over 20 years of financial planning and investment management experience, Kevin believes in a personalized and holistic approach to each client’s financial life. Adaptable and intuitive, Kevin advises high net-worth individuals and institutional clients with effective solutions to their complex financial needs. He utilizes an analytical approach to the markets and creative strategies to asset management, financial and retirement planning, and institutional consulting.

Before joining TrinityPoint Wealth, Kevin spent 7 years as a Managing Director and Private Wealth Advisor at Snowden Capital Advisors, LLC. Prior to that, Kevin spent the majority of his career as a Vice President, Financial Advisor, and Portfolio Manager at Merrill Lynch for 16 years.

Kevin has received prestigious accolades for his expertise in the industry. In 2018 he was recognized by Forbes as a Best-In-State Wealth Advisors. Additionally, Kevin was named to the 2017 Financial Times 401 Top Retirement Plan Advisors.

He earned his Bachelors of Science in Finance from the University of Connecticut in 1993.