Kevin joined Black Diamond Custom Wealth Management in January 2021. He has over 20 years of experience in the financial services industry, including operations, compliance, and sales. He is a graduate of Medaille College where he received a Bachelor of Science degree in Financial Services.
Kevin holds the Series 7, 66, 24, and 53 FINRA registrations, as well as the NYS Life, Accident & Health Insurance license. Kevin is responsible for managing client relationships and maintaining client records. Kevin is available to help when establishing new accounts, maintenance on existing accounts, setting up distributions and assisting with the transfer of assets.
Kevin and his wife, Lorie, live in Hamburg with their dog.