“I find great satisfaction helping clients create their own unique financial plan. They truly appreciate the benefits of having an experienced partner to help them take action towards achieving their goals and dreams.”
- Bachelor of Arts, Journalism, Saint Michael’s College 1989
- Master of Business Administration, Babson College 2011
Kevin also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a proud member of the following professional organizations:
Kevin joined the Foundry in 2020 and has been working in the financial industry since 1997. For the last 13 years he provided financial planning for clients in New Hampshire and the North Shore of Massachusetts. Prior to that; he was a Managing Consultant for 6 state university retirement plans overseeing more than five billion dollars in assets under management. When Kevin is not working with clients he is spending time with his family; coaching his kids in basketball and baseball and enjoying traveling across the country.
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