Kevin is a partner with Rialto Wealth Management. With more than 30 years of experience in financial planning, investment advisory, and estate planning, Kevin is dedicated to developing solutions and suggestions for clients facing complex matters, particularly focused on families as well as single, divorced, or widowed clients. Kevin is pleased to rejoin his colleagues Ed, Ethan, and Michael at Rialto, since they had worked together at a Syracuse firm in the past.
Education:
- B.S. Interdisciplinary Studies at St. John Fisher College
- Certified Financial Planner (CFP)
Professional & Civic Organizations:
- Kevin is a member of the Financial Planning Association CNY Chapter and a long-term member and former Board member of the Estate Planning Council of CNY. Before moving from Geddes, he started the town's municipal tree committee and commitment to tree planting.
Personal Life:
- Kevin resides in the Village of Cazenovia with his wife, Rebecca. In his personal time, Kevin and his wife enjoy traveling the world, as well as biking and hiking on local trails in Madison and Onondaga Counties. A lifelong avid golfer, Kevin can be found playing in local, state, and district events during the season.