Designations and Licenses

Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds a New Jersey insurance license.

Experience and Education

With over 30 years of experience, Kevin focuses on providing individuals, families and organizations with personalized wealth advice to help them meet their goals. He designs wealth management plans for clients that include estate planning, insurance solutions, tax strategies, income planning, investments and retirement solutions.

Prior to joining Mariner, Kevin was vice president-investment officer at Wells Fargo Advisors. He was responsible for creating, implementing, managing and monitoring the financial plans and investments for his clients. Prior to that, Kevin was vice president-financial consultant for Fidelity Investments where he was responsible for overseeing the financial plans of over 400 of Fidelity’s wealthiest clients.

Kevin has a bachelor’s degree in business administration with a concentration in finance from Pace University.

Personal Interests

Kevin enjoys golf, traveling and being outdoors. He and his wife, Stephanie, live in Manasquan, NJ with their children Abbey and Catherine. He is a fan of the New York Yankees and college football and basketball, specifically the LSU Tigers and the University of South Carolina Gamecocks.