Kevin joined Valley Financial Group in September 2016 as a Managing Partner. Kevin has 15 years industry experience, working at Hartford Financial and Deutsche Bank Asset Management as a Regional Vice President. His role at these institutions was to educate financial professionals on the financial markets and investment solutions. Kevin knows these years of experience and knowledge will help the clients of Valley Financial Group pursue their goals.
Valley is centered around our team-approach. Our experienced team will provide clients the service they deserve to pursue their financial goals. Valley will utilize their professional specialties to work together to develop a specific investment strategy that will meet the client’s individual life goals. Kevin is excited at the opportunity to work closely with clients, delivering an extremely high level of service and communication.
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 the Philadelphia Eagles.
Kevin earned a Bachelor in Science Degree from Temple University. He has the Series 7 & 63 FINRA registrations and is certified in the Fundamentals of Alternative Investments from the CAIA Association (The Chartered Alternative Investment Analyst Association).