Kevin joins Heritage Wealth Management Group continuing a 9-year career in financial services. Most recently, Kevin was Vice President at First Trust Portfolios. There, he specialized in product distribution, partnering with advisors nationwide to implement cutting edge investment strategies. Kevin’s passion for financial services is fueled by the opportunity to provide advisors with the strategic vision and resources to grow their business, and their clients’ wealth.
HWMG’s unique values and philosophy had always stood out to Kevin, and was the deciding factor in joining our transformational team. He is part of senior management and will help refine and execute our strategic vision and facilitate the growth of HWMG. Kevin is also a Financial Advisor, responsible for managing the assets of select individuals, families, and businesses. He takes pride in helping his clients achieve their financial goals and desired lifestyles.
Graduating with an Economics degree from The University of Notre Dame, Kevin is a Chicago native, and resides in the tidewater region of Virginia with his wife Sara and their field golden Chili. Kevin loves fishing, playing golf, and spending time outdoors with his family.