HWC Financial Team

Kevin has held his General Securities Representative Series 7 Registration, Uniform Combined State Law Series 63 and 66. He also maintains his Life, Accident, and Health Insurance Licenses. As a tax professional, he is an Enrolled Agent (EA) which are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.

Kevin began his career on Madison Avenue with Young & Rubicam and then moved into business development and management in the golf and television industries. He then took his experiences to Wall Street with Lebenthal & Co. and TD Waterhouse. After his time in New York, Kevin worked for Q4i in Dallas, TX, where he managed the development of new technologies for mid-sized broker/dealer firms. Kevin spent six years in Tokyo, Japan, where he was a consultant with several financial companies that ranged from large international firms to local Japanese firms.

Born in Glen Cove, Long Island, and raised in New Canaan, CT, Kevin lives with his wife and two daughters in Manchester, VT. Kevin is a former Treasurer and Board Member of the Okemo Valley Chamber of Commerce, member of The Ludlow Rotary Club, volunteer at Senior Solutions and a member of the Okemo Valley Golf Club and Manchester Country Club. Over the years, Kevin has been active in youth sports as a coach and volunteer. He enjoys outdoor recreation, especially golf, ice hockey, lacrosse and mountain sports. He is a graduate of Adelphi University with a Bachelor’s Degree in Business Administration. 

Kevin has earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance. He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain and digital assets.

Along with helping people become and remain financially healthy, Kevin is passionate about reaching his life’s purpose of being his best in order to help others be their best. As a Certified Primal Health Coach, he helps people pursue “the good life” by focusing on the major aspects of life with the goal of being optimally healthy, wealthy and connected.

Kevin has been and Enrolled Agent (EA) since 2012. An EA is a tax advisor who is a federally authorized tax practitioner empowered by the US Department of the Treasury. Enrolled Agents are required to pass an Internal Revenue (IRS) test covering all aspects of taxation and a scrupulous background check. They represent taxpayers before the IRS for tax issues that include audits, collections and appeals. Enrolled Agent status is the highest credential awarded by the IRS. The EA credential is recognized across all 50 US states while Attorneys and certified public accountants (CPAs) are licensed on a state-by-state basis.