Kevin grew up in a small, tight-knit community of Hopedale, Massachusetts. He attended public schools there and then moved on to Salve Regina University in Newport, Rhode Island, where he earned a Bachelor’s degree in English and minored in Business Administration.
Kevin’s parents always advised him to choose a career in which he could help people and make a difference in their lives. This is what drew Kevin to wealth management, and he joined Fidelity Investments in 2004. Kevin’s role at Fidelity gave him the opportunity to help high-net-worth clients better align their financial decisions with their unique, personal values through life transitions and periodic turbulent market and economic environments.
In 2016, Kevin joined Heritage, drawn by the firm’s culture of always putting its clients’ interests first. As a Senior Wealth Manager, Kevin leads client relationships, providing strategic guidance on the multiple financial decisions his clients need to make. He also coordinates with his clients’ accountants, attorneys, and other advisors to ensure a seamless integration of all aspects of his clients’ financial lives.
Kevin and his wife, Lori, live in Franklin, Massachusetts and spend most of their free time with their sons, Harry and Matthew, their dogs Roscoe and Cinnamon, and enjoying the outdoors.