Broker Check

Areas of Specialization

  • Concentrated stock positions
  • RSUs, Stock Options and ESPPs
  • Deferred Compensation Plans
  • 401ks
  • Defined Benefit Pension Plans
  • Cash Balance Plans

Since 1988, when Kevin first entered the Financial Services Industry, he has focused on helping people who are at, or near, retirement. In particular, today’s ideal candidate is an executive or someone within upper-management of a high-tech or biotechnology company. We are especially well-versed with employee benefit plans of HP, National Grid, Tyco, EMC, Boston Scientific and AbbVie.