Kevin is a seasoned financial advisor and co-founder of Aspire Financial Group, LLC, in 2016. With over 30 years of experience, he specializes in personal financial planning for individuals and families – covering pre and post-retirement planning, investment planning, risk management and legacy planning. Kevin also prepares tax returns for many of his clients. Born and raised in Broome County NY, Kevin lives in Johnson City, NY. His daughter, Morgan, is his pride and joy.
Outside of work, Kevin enjoys spending time with family, friends and his pets. A love for the outdoors, hobbies include golfing, biking, gardening and landscaping.
Professional Licenses
- Life and Health Insurance
- Series 7 (General Securities Representative)
- Series 66 (Uniform Combine State Law Exam)
Education
- BS Industrial Engineering, Alfred University (1985)
Associations
- Member National Association of Tax Preparers