Senior Financial Advisor, ChFC®
A Chartered Financial Consultant (ChFC®) and a Registered Representative of Securities America, Inc., Kevin is the managing director of the Rochester, New York branch of L&M Wealth Management
Kevin is a lifelong Rochesterian. He graduated from McQuaid Jesuit High School, SUNY Oswego, and Nazareth College, where he earned his Master’s in Education. As a former teacher in the Rochester City School District, Kevin has in-depth knowledge of the New York State Teachers’ Retirement System (NYSTRS) along with more than 30 years of financial industry experience.
Kevin is an avid golfer and proud to say that he’s played on some of the greatest courses in the country. He is a member of the Penfield Country Club in Penfield and the Legacy Golf and Tennis Club in Port St. Lucie, Florida. He and Margaret maintain homes both in Penfield, NY and Port St. Lucie, Florida.
Meet the Team
Recognized by Securities America, Inc. as the Assistant of the Year for 2012, Robin serves as Kevin’s director of client services. She plays a central role in trouble shooting and handles many essential functions within the office. Robin strives to maintain solid relationships with our clients affording them the highest level of service possible. She has worked in the financial services industry for more than 15 years.