Kevin grew up in a tight-knit community in 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 a minor in business.
Kevin’s parents always advised him to choose a career in which he can help people and make a difference in their lives. This is what drew Kevin to the wealth advisory industry, and he joined Fidelity Investments in 2004. For twelve years, Kevin worked at Fidelity as a financial consultant for high-net-worth clients.
In 2016, Kevin joined Heritage, drawn by the firm’s culture of always putting its clients’ interests first. As a 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 Holliston, Massachusetts and spend most of their free time with their two young sons, Harry and Matthew, and their dog, Roscoe, enjoying the outdoors.