Kevin has more than 30 years of financial service experience. He is a Chartered Financial Consultant®, Retirement Income Certified Professional®, Chartered Life Underwriter®, and an Accredited Investment Fiduciary®. He holds a BA in Economics from The College of William & Mary and a Master of Science in Financial Services from The American College. Kevin is a past president of the Greater Washington Chapter of the Society of Financial Service Professionals, founder and past chairman of the National Capital Business Ethics Awards and Recipient of the 2021 Legacy Award in recognition of dedication and service to NAIFA-Greater Washington and conformance with the highest standards of Professional conduct and community service. Kevin is past president and continues to serve on the board of Arlington Senior Babe Ruth Baseball.