Professional
We help our clients build and execute a financial plan focused on achieving their most important goals and dreams at every stage of their lives.
Using innovative solutions with world-class insurance services and internationally recognized investment products, my team and I tailor plans for our clients which help them protect and provide for the people they care about most and achieve their goals for wealth accumulation, protection, and distribution.
We work hard to build relationships based on trust and integrity, always striving to provide the same level of ethical service which we expect for ourselves.
Personal
Kevin was initially inspired by his Father to join Northwestern Mutual, expanding his legacy of building one's own career and business. The relationships Kevin has developed with his clients and his ability to help others has been the source of his continually growing conviction and inspiration. Kevin's dedication in creating plans to allocate client's portfolios most effectively and helping them reach their goals while protecting what’s most important to them continues to be the most rewarding aspect of his career.
Kevin believes in giving back, and enjoys being involved with charities and initiatives such as The Concordia Summit, Tuesday's Children, and The New York Police & Fire Widows' & Children's Benefit Fund. In his spare time, he enjoys golfing, skiing, and spending time with friends and family.
Kevin resides in Short Hills, NJ, with his wife Hilary.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
The Concordia Summit
Concordia is a registered 501(c)(3) nonprofit organization that enables public-private partnerships to create a more prosperous and sustainable future. As equal parts convener, campaigner, and idea incubator, Concordia is creating a new model for how a nonpartisan, nonprofit can have a global impact. Concordia is most well-known for its Annual Summit, held during the time of the U.N. General Assembly in New York City. Since its founding in 2011, Concordia Summits have brought together over 3,000 participants, including 40 current and former heads of state, 450 international and Fortune 500 C-suite executives, prominent nonprofit leaders, and senior Congressional and Administration officials.
New York Police & Fire Widows' & Children's Benefit Fund
The New York Police and Fire Widows’ and Children’s Benefit Fund's mission is to support the families of New York City Police Officers, Firefighters, Port Authority Police, and EMS Personnel who have been killed in the line of duty. When these brave men and women make the ultimate sacrifice to protect our city, we believe it is our civic duty to support the families these heroes have left behind. Our mission is to reassure these families that we will never forget them or the sacrifice made by their loved ones.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Areas of Expertise
Financial Planning
Insurance Protection Strategies
Business Planning & Succession
Estate Planning
Tax-Efficient Strategies
Charitable Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
