“I specialize in the design and implementation of strategies that manage personal wealth. Over the past 25 years here at Citadel, I’ve developed deep, consultative relationships with my clients and helped them make sound financial
decisions consistent with their risk tolerance, investment timeline and goals.
I have always put the interests of my clients first. Working together we create a customized plan to help achieve key financial goals such as: wealth accumulation during your working years, security and independence in your retirement, and the efficient transfer
of your accumulated wealth to your loved ones.”
As a CFS* Investment Advisor, Kevin assists members with asset management, college and retirement planning, estate planning and wealth preservation.
He is a graduate of Widener University and was named one of the Top 50 Investment Consultants in 2006, 2008, and 2010-2015 by Bank Investment Consultant Magazine. Kevin is also Philadelphia Magazine’s 5-Star Award Winner**, 2012 –2015.
Kevin works out of the Citadel Wealth Management Center in West Chester.
Securities Licensed in the following states: CA, CO, DE, FL, GA, HI, ME, MD, MI, NV, NJ, NY, NC, OH, PA, SC, TX and VA.
**Five Star Professional is an independent third party research firm. The five star award in not indicative of an individual's performance. Inclusion on the five star list should not be construed an endorsement by Five Star Professional or the magazine. Visit
www.fivestarprofessional.com for information on research/selection methodology.