After growing up in West Chester, working eight years in various financial advisory roles at Vanguard, and recently navigating life as a relatively new husband and father, Kevin strived to pursue three things in his career:
Kevin was confident that Financial Coach provided the best opportunity to fulfill that role and deliver that experience. Since joining the team, he most enjoys helping clients gain clarity, confidence, and capability by aligning their financial plan with their most important personal goals and values.
Kevin received a Bachelor’s Degree from Penn State University and an MBA from Villanova School of Business. He also obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. He lives in East Goshen with his wife, Jordan, and their two young children, Charlotte and Jack. Outside of his time with family and the Financial Coach team, you can likely find Kevin on a wedding dance floor, a nearby running trail, or around a firepit for happy hour with friends.