Professional Experience
Kevin joined Valley Financial Group in September 2016 as a Managing Partner. Kevin has 20 years industry experience, working at Hartford Financial, Deutsche Bank Asset Management and Valley Financial Group. Kevin’s years of experience of working with the best financial firms and practices has helped Valley Financial Group deliver the experience clients want and deserve in pursing their goals.
A Personal Note
Kevin grew up in Philadelphia, PA. Currently, he resides in Ambler, PA with his wife and four children. Kevin is an active volunteer in his community and church sports programs. In addition, Kevin enjoys running, biking, Irish music and spending time with his family.
Kevin earned a Bachelor in Science Degree from Temple University. He has the Series 7, 63 and 66 FINRA registrations and is certified in the Fundamentals of Alternative Investments from the CAIA Association (The Chartered Alternative Investment Analyst Association).
Why
Valley?
Valley is client first! We are not your parents’ financial advisors. We come from hard working families and neighborhoods. We are team oriented and our experienced team provides you the client the service you deserve in pursing your financial goals. We focus and thrive on having fun and helping you enjoy your financial journey. I am excited to continue working closely with our clients and delivering an extremely high level of service and helping you enjoy your time at Valley!
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