For over three decades, Kevin has provided investment planning services to individuals, families, and small business owners.  He built his practice around the idea that comprehensive wealth management involves more than just investment advice, but instead covers all four cornerstones of wealth:  investment management, liability management, risk management and fiduciary services.  His expertise and experience in these areas enable him to assist clients not only in building wealth, but also protecting and transitioning assets.  Kevin believes in personalizing advice to each client’s specific situation and goals so that outcomes truly meet client expectations.

After graduating from George Washington University in 1988, Kevin began his financial services career at Prudential Securities, a predecessor firm of Wells Fargo Advisors.  He started by working on a trading desk for three years before transitioning to the financial advisor role.  Kevin joined his father’s advisory practice where he continues to serve second and third generation clients.


Away from the office

Outside of the office, Kevin is very active in his community.  He was elected as a village trustee and is currently serving as Deputy Mayor.  He has also proudly served his community through Habitat for Humanity as a construction volunteer and as a board member.  In 1998, Kevin had the opportunity to attend the Jimmy Carter Work Project in Houston, TX, which is a large annual home building blitz organized by Habitat for Humanity International and its affiliates.  This experience reinforced Kevin’s commitment to this worthy cause.

Kevin and his wife, Elise, have been married for 20 years.  They have two children, Jack, age 18 and Sydney, age 16.  Kevin’s hobbies include skiing and home improvement projects.

With more than 30 years of financial services experience, Patricia strives to ensure that clients’ administrative and operational needs are handled accurately and quickly. Patricia is often a first point of contact for clients and works to enhance the overall client relationship.  Her daily roles include opening new accounts, updating existing account information, retirement account distributions and managing account transfers.  Patricia’s deep understanding of each client’s needs and extensive knowledge of the Wells Fargo platforms allow her to efficiently complete client requests and provide clients with a level of comfort.

 

Patricia and her husband, Michael, have been married for 25 years.  They have three children, Samir, age 24, Bryanna, age 21 and Patrick, age 19.  Patricia’s hobbies include crafting, jigsaw puzzles and long walks.

Erik joined Wells Fargo Advisors in 2012, but began his career in the financial industry in 2006 working for multiple other large brokerage firms prior to Wells Fargo.   His areas of expertise include creating Envision Plans to help clients reach their retirement goals, constructing asset allocations, analyzing investment strategies and monitoring client accounts.  He first started investing at the age of 14 with a small brokerage account and a keen interest in learning the financial markets.  Erik assists clients in understanding the markets, executing trades, and prepares client financial reviews to ensure clients are on track to meet their investment objectives.

 

Erik graduated from Seton Hall University with a Bachelor of Science degree and a Master of Business Administration with a focus on Financial Markets and Institutions.  He was born in New York but has resided in New Jersey for the past 35 years.  He enjoys spending time at the Jersey Shore and attending sporting events.