Kevin joined Merrimack Wealth Management as a Financial Advisor in 2025. Kevin specializes in investment strategies and retirement planning, working directly with clients to create custom financial roadmaps tailored to each client’s goals and aspirations.

Prior to Merrimack Wealth Management, Kevin spent seven years in the banking industry in various roles.  Most recently, Kevin served as a Portfolio Manager with Citizens Private Bank assisting the firm’s high net worth clients. Kevin attended Stonehill College where he earned a B.S.B.A. in Finance ​and Entrepreneurship and was a four-year member of Stonehill’s football program where he played wide receiver.

Kevin lives in Charlestown, MA with his wife, Brittany and their cat Dixie.