With more than 20 years of experience in the financial services industry, Kevin specializes in partnering with financial advisors and high-net-worth advisory teams to identify clients’ needs and develop customized strategies to minimize taxes while
supplementing retirements savings, protect client portfolios through longevity planning solutions, and optimize clients’ wealth transfer, protection, and preservation strategies. Kevin is well-known for his professional approach with his clients
as well as his commitment to delivering excellent service and support.
Prior to joining Highland, Kevin worked for Saybrus Partners, providing insurance strategies as part of holistic financial and estate plans for his clients. He held similar roles with Wells Fargo, Morgan Stanley Smith Barney, and Lincoln Financial Distributors.
Kevin holds his Series 6, 7, and 63 registrations and life and health state licenses.
Kevin resides in Coopersburg, Pennsylvania, and enjoys golf, jogging, and spending time with his children.