Kevin has more than 35 years of financial service experience. He is a Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®) and Accredited Investment Fiduciary® (AIF®). He holds a B.A. in Economics from The College of William and Mary and a Master of Science in Financial Services from The American College. RICP conferred by The American College.
Kevin is a past president of the Greater Washington Chapter of Financial Service Professionals, founder and past chairman of the National Capital Business Ethics Awards and past President of Arlington Senior Babe Ruth Baseball. Kevin was the recipient of the 2020 Legacy Award in recognition of dedication and service to the National Association of Insurance & Financial Advisors (NAIFA)-Greater Washington and in conformance with the highest standards of professional conduct and community service.
Kevin is a past board member of the Arlington Community Foundation and is a current board member of the Helping Hands Society of Greater Washington, where he serves as Secretary. He is head coach of the Yorktown High School Boys’ varsity tennis team.