Kevin grew up in a tight-knit community in Hopedale, Massachusetts. He went to public schools and then to Salve Regina University in Newport, Rhode Island, where he earned a major in English and a minor in business.
Kevin’s parents always advised him to choose a career where 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 seamless integration of all aspects of their finances.
Kevin and his wife, Lori, spend most of their time caring for their baby boy, Harry, and Australian cattle dog, Rosco. Kevin and Lori are fitness enthusiasts – they try to sneak-in time for some cross-fit training or a round of golf between their baby duties.