Officially joining the Clover Leaf Team in July 2019, Kevin specializes in advising new families and younger investors just starting to look towards retirement. Kevin also manages our digital investment platform and Clover Leaf Digital Management.
A native of Fairport New York, Kevin reached out to Daniel while attending college to inquire about working as an intern. After that summer he knew that this was a place that he could grow and develop as a financial professional. Kevin graduated with honors from the University at Albany in 2019.
When he's not in the office, Kevin enjoys hitting his ball into the lake at the local golf course, tennis, and surfing with his brother and friends.