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www.emerituswm.com

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Kevin is a Founding Partner and Wealth Advisor at Emeritus Wealth Management, a practice that was created with former team member at TIAA Michael Ma. For the past nine years Kevin has served as one of the top advisors in the Philadelphia region at TIAA and has been a trusted advisor to members of the academic and medical community both in and around the Philadelphia area.

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Prior to joining TIAA, Kevin worked as a financial advisor for both Morgan Stanley and Merrill Lynch. Kevin is a CERTIFIED FINANCIAL PLANNER™ and utilizes his expertise to provide guidance to clients in areas such as Retirement, Investment, Estate and Tax Planning. Kevin has also been recognized in Philadelphia Magazine as a Five Star Wealth Manager every year since 2016.  Kevin graduated with a Bachelors in Finance from Shippensburg University and was also a member of the varsity baseball team. He is also a proud graduate from Malvern Prep.

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Kevin resides in Downingtown, PA with his wife Priscilla. When he is not in the office he enjoys traveling, playing golf, and attending horse competitions with his wife.