Get to know my dedicated team
In my role as a Financial Advisor, I am committed to helping my clients achieve their financial goals, whether those decisions involve their own financial needs, or those of their family or business.
Along with my team, we possess the expertise to execute tactics, implement strategies, and give you a concierge-like experience.
Kevin Eric Saar
MBA
Operations Assistant
Contact Kevin for: Client service-related inquiries, policy-related inquiries, and financial data requests. Kevin is a graduate of Russell Sage College with a bachelor’s degree in Business Administration and an M.B.A in Business Strategy. Kevin began his career with Goldman Sachs working in Operations, developing his knowledge of the financial industry and learning the intricacies of private wealth management. In his current role, Kevin assists in the operations side of the business while also working with his team and clients develop financial plans. Kevin was born and raised in Binghamton, NY. Kevin is one of four children and enjoys spending time with family and friends. He also enjoys playing soccer, travelling, and practicing self-improvement.
