Kevin has been advising individual private clients and small-mid sized businesses, focusing on all areas of their financial planning and benefits needs. As a Investment Consultant at Flatiron Financial Group, Kevin brings a genuine concern and high regard for his clients as people and he strives to make the planning process a collaborative one and the complex issues comprehensible. Kevin believes that the core of all solid financial strategy is solid client relationships.
A graduate of Saint Anselm College Kevin holds the Series 6,7, 24, and 63 Registrations with LPL Financial, and Massachusetts and New Hampshire Insurance licenses. Besides being securities registered and insurance licensed, Kevin holds the CERTIFIED FINANCIAL PLANNER™ designation. As the member of local and state organizations such as the Financial Planning Association, Manchester Chamber of Commerce & New Hampshire Golf Association. Kevin has enjoyed both professional and personal experiences. The parents of Maegan, Michael, and Shannon. Kevin and wife, Tara, enjoy traveling to all of the New England states in order to learn about the history of each state.