Kevin’s career in the financial industry began in 2011 at Northwestern Mutual as a financial representative. He specialized in risk management while providing clients with expert guidance on life insurance, disability insurance, and long-term care insurance. In October of 2013 he joined Caruso McLean.
Kevin believes everyone has a different story and has different needs. That’s why his goal is to identify the personal and financial needs of his clients, and help create a plan to reach those needs.
Kevin studied mathematics with a concentration in education at Utica College. He was a four-year member of the college’s men’s lacrosse team. He is a trustee on the Clinton Central School Foundation board, a member of the Clinton Lacrosse board, and a member of the Utica Zoo board. Kevin resides in Utica with his wife Cassie and daughter. He is an avid golfer and enjoys spending time with family.
Designations:
- Series 7 General Securities
- Series 66 Investment Advisor
- Life and Health Insurance in New York