The newest addition to our team, Kevin will be taking on the role of Client Relationship Associate. As a recent graduate of Florida State University, where he received a Bachelor of Science in Finance with a concentration in economics, he has a firm grasp on the contemporary methods and tools being used in the industry today. With an unshakable work ethic and positive disposition, Kevin brings a level of enthusiasm that one would expect from a new recruit who is ready to hit the ground running. In his own words he describes his best quality as, “My willingness and ability to help others. I am always there for those that need me and it is the most substantial source of happiness in my life.” Kevin is currently working towards his CFP designation and is a true Islander who was born and raised in Middletown, RI.