Kevin is an experienced Financial Advisor with a strong background in retirement planning and investment management. He is a Retirement Income Certified Professional® (RICP®), reflecting his specialized knowledge in helping individuals develop strategies designed to address the unique challenges of creating sustainable retirement income. Kevin brings a wealth of experience to his role, refined through years of dedicated service and a commitment to excellence.

A graduate of Rider University, Kevin majored in Finance, leveraging the Post-9/11 GI Bill following his honorable discharge from the United States Navy. During his five-year tenure in the military, stationed in Jacksonville, FL, Kevin worked alongside his brother, David, where they both underwent rigorous training missions and a notable nine-month deployment patrolling the Persian Gulf. This deployment provided Kevin with invaluable experiences, allowing him to engage with diverse cultures and navigate complex financial landscapes while visiting ports in Dubai and Montenegro.

Following his military service, Kevin embarked on his financial career with Merrill Lynch, where he served as a Financial Solutions Advisor. Over the course of seven years, Kevin excelled in providing tailored financial advice, creating sophisticated brokerage and retirement portfolios, utilizing a diverse range of mutual funds and ETFs. His experience extended to retirement planning, where he became a trusted resource for participants seeking guidance on optimizing their 401(k) plans.

Driven by a passion for helping individuals prepare for and navigate retirement, Kevin transitioned to Millstone Financial Group, where he specializes in retirement planning, with a focus on managing IRAs and 401(k) accounts. As an RICP®, Kevin brings an additional focus to the retirement-income planning process, helping clients consider how their assets may be positioned to support their income needs throughout retirement. His commitment to his clients is unwavering, and he prides himself on delivering personalized strategies that align with their unique financial goals and aspirations.

Outside of his professional endeavors, Kevin finds joy in spending quality time with his family, including his partner Amanda and their two daughters, Kiley and Savannah. An avid sports enthusiast, Kevin can often be found cheering on his favorite teams or engaging in friendly competition on the golf course, baseball diamond, or basketball court. His dedication to both his personal and professional pursuits underscores his well-rounded approach to life.