Meet the Team

Peter Plant

Since establishing BlueLine Wealth Advisors in 2002, Peter has been advising individuals and families in all areas of investment planning with special emphasis on investment selection, retirement planning, and portfolio management.  Peter also works with small business owners to help them design and oversee workplace retirement programs such as 401(k) Plans and Profit Sharing Plans.

 

Prior to BlueLine Wealth Advisors, Peter had a successful career as a Vice President at Fidelity Investments and a Vice President at Putnam Investments, both in Boston.

Peter has a Master of Business Administration (MBA) degree from Bentley College and a Bachelor of Science Degree in Finance from the University of Massachusetts, Boston.  Peter holds the Series 7, 63, and 65 securities licenses with LPL Financial.  He also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

 

 

Kevin Plant

Kevin joined BlueLine Wealth Advisors in 2016.   Kevin is responsible for all aspects of office management including new business processing and asset transfers.  He works closely with our Broker Dealer operations and technology teams to ensure our office operates efficiently.  He also manages BlueLine Wealth Advisor’s social media and website. 

Kevin is currently preparing for his securities license exams.

Kevin has a bachelor’s degree in business management from Eckerd College in St. Petersburg, Florida.  He was a four-year member of the Eckerd College baseball team.  When not in the office, Kevin can be found coaching baseball at Pembroke High School.