Kevin started his career at Truliant Federal Credit Union in 2002 in the Burlington Member Financial Center. In 2006, after attaining his Financial Industry Regulatory Authority, Inc. (FINRA) securities licenses, Kevin joined Truliant Financial Advisors. Kevin uses his knowledge and experience to help Truliant’s clients meet their personal financial objectives.
Focus Areas
Kevin provides Truliant members with professional planning assistance, suitable financial products and dependable service. He takes the time to understand the needs and objectives of his clients and aims to help them implement comprehensive strategies that address a variety of needs, including long-term investing, investment management, retirement and income planning, life insurance and long-term care options.
Education and Experience
Kevin holds his Series 6, 7, 63, 65 and 66 securities licenses and is also a licensed insurance agent with life/health, variable/fixed contract and long-term care/Medicare Supplement certifications.