Kevin has been with the firm since 1995. He is the Director of Portfolio Management for Financial Management Network, Inc. As a key member of the Investment Committee, he facilitates the development and management of client portfolios, assists clients with their questions, processes & researches investments, and maintains account statuses via our Client Asset Management System (CAMS). After completing three (3) years of service in the U.S. Army, Kevin attended California State University, Long Beach and graduated with a degree in Finance. He holds Series (Investment Company and Variable Contracts Exam), 7 (General Securities Representative Exam), 24 (General Securities Principal Exam), 63 (U