About Kevin
Kevin’s primary responsibility is to manage client relationships and enhance the client experience. Kevin works directly with clients in gathering data and assisting the wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for clients. He also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Kevin has over 15 years of financial service industry experience. He joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. He became a member of the Briggs team in 2021 and served as one of the firm’s associate wealth advisors. Prior to that, he worked in wealth management at Morgan Stanley in Providence, Rhode Island, where he began as a registered client service associate in 2006 and became a portfolio associate in 2013. Kevin received his Bachelor of Science degree in finance from Providence College in 2005.
Born outside of Atlanta in Norcross, Georgia, Kevin lived in five different states along the East Coast growing up. Since 2007, he has lived in Cumberland, Rhode Island, and currently resides there with his wife, Erin, and their two sons. In his free time, he enjoys going on cruise vacations with his family to destinations worldwide and watching sports, especially college basketball and the Providence Friars. He is also an assistant soccer coach with the Cumberland Youth Soccer Association (CYSA).
Kevin’s primary responsibility is to manage client relationships and enhance the client experience. Kevin works directly with clients in gathering data and assisting the wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for clients. He also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Kevin has over 15 years of financial service industry experience. He joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. He became a member of the Briggs team in 2021 and served as one of the firm’s associate wealth advisors. Prior to that, he worked in wealth management at Morgan Stanley in Providence, Rhode Island, where he began as a registered client service associate in 2006 and became a portfolio associate in 2013. Kevin received his Bachelor of Science degree in finance from Providence College in 2005.
Born outside of Atlanta in Norcross, Georgia, Kevin lived in five different states along the East Coast growing up. Since 2007, he has lived in Cumberland, Rhode Island, and currently resides there with his wife, Erin, and their two sons. In his free time, he enjoys going on cruise vacations with his family to destinations worldwide and watching sports, especially college basketball and the Providence Friars. He is also an assistant soccer coach with the Cumberland Youth Soccer Association (CYSA).