Kevin works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals. He also serves as Chief Counsel and Director of Financial Planning for the firm.
Cornell Law School, J.D., cum laude
University of Notre Dame, B.A., magna cum laude, Government
Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.
For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.
Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450