Kevin joined Capital Analysts of New England in 1991. He holds Series FINRA 7, 24 and 63 Registrations.
Kevin received his BS in Business Administration from the University of Vermont, a Master of Science Degree in Taxation, and a Master of Science Degree in Finance from Bentley College. He is a Certified Public Accountant and his experience in the industry includes working as a Controller and CFO for a privately held business.
Kevin works with both business owners and individuals. He specializes in evaluating and designing financial and tax strategies for his clients’ individual needs. Kevin believes that each client’s situation is unique and spends time educating his clients and tailoring their planning to help them achieve their personal and business goals. His areas of service include:
- Financial Planning
- Retirement Planning
- Investment Planning & Asset Management
- Cash Flow and Tax Planning
- Estate Planning
- Business Succession Planning
- Insurance Analysis and Product Implementation
- Qualified Retirement Plans and Deferred Compensation for Key Employees.
Kevin is a member of the Massachusetts and New Hampshire CPA societies; Financial Educator’s Network and is former Chair of the Financial Planning Committee for the Rhode Island CPA Society.
On a personal note, Kevin and his wife, Deb, have triplet daughters.
CPA services are not offered through, or supervised by, The Lincoln Investment Companies.