Prior to forming Northern Peak Wealth Management, Kevin was an advisor with Morgan Stanley and UBS Financial Services where he focused on asset allocation, investment strategies, and comprehensive wealth management plans for high net worth individuals, corporate executives, and organizations. Prior to that, Kevin was a Regional Sales Director for The Hartford where he worked with The Hartford Retirement Plans Group 401(k) platform and corporations throughout New England. Kevin began his career with Bear, Stearns & Companies, Inc. in Boston, MA where he specialized in working with business owners and non-profit organizations on employee benefit plans and with families and individuals on their personal wealth management needs.
With over 20 years in the financial planning and wealth management industry, Kevin founded Northern Peak Wealth Management in June 2015 and affiliated with LPL Financial to provide top quality investment guidance and highly individualized financial planning to individuals and families. Kevin also works extensively with companies of all sizes to provide competitive retirement plans and deferred compensation benefits to their employees. Kevin’s knowledge and expertise of personal financial planning and the corporate benefit markets allows him to work with clients on all aspects of the financial planning process.
In 2020, Northern Peak Wealth Management became Northern Peak Financial to align resources with its new partners and to provide a broader range of services.
Kevin graduated from Villanova University in May 2000 with a Bachelor of Science from the school of Commerce and Finance with a major in finance and a minor in communications. Kevin is a Certified Financial Planner.
Kevin enjoys the financial services industry very much. He truly enjoys guiding his clients through life’s challenges and using the financial roadmap as a grounding principle. Each client has their own set of goals that Kevin uses to create a focused plan. On the corporate side, Kevin enjoys working with business owners and executives to strengthen their employee benefits for employees that work hard each day.
Kevin spends his free time with his wife Emily and daughters Norah and Tessa in North Andover, MA. Kevin enjoys coaching his daughters soccer teams. He also enjoys traveling, skiing, playing golf, and giving back to his community. As a Ouimet Scholarship Alumnus, Kevin works with the Ouimet Scholarship to interview potential Ouimet Scholars each year who dedicate part of their young lives working in golf.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Northern Peak Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this bio may only discuss and/or transact securities business with residents of the following states: CA, CT, MA, NH, NJ