Kevin delivers custom investment and financial planning advice to our clients. Additionally, as the firm’s Chief Operating Officer, Kevin oversees the client operations group and business operations such as compliance, technology, and facilities. I got into this line of work at the age of 23 with delusions of grandeur that included a large home, a boat, golf in the afternoons, cigars and a Porsche in the garage. Well, I was due for a reality check and some maturity. I realized my work is far more fulfilling than it would have been had my delusions come true. What really gets me up in the morning is helping clients solve life’s financial challenges, creating a greater sense of financial se