Kevin has been an Operations Manager at BlueLine Wealth Advisors since he joined the company in 2016. He is involved in all day-to-day interactions with clients and has taken on a pivotal role in developing new client relationships. Kevin provides invaluable support to the advisors in the areas of financial planning and wealth management. He is the primary liaison to LPL Financial for all operational and compliance matters.
Kevin is also responsible for identifying and implementing new and improved technology used by BlueLine Wealth Advisors.
Kevin graduated from Eckerd College in St. Petersburg Florida where he majored in business with a minor in finance. He was also a four-year member of the Eckerd College baseball team.
Kevin resides in Marshfield Massachusetts with his wife and 2 children. He also coaches the Pembroke High School varsity baseball program and is a coach with the East Coast Eagles baseball club. In his spare time, he enjoys being outside with his family, coaching his children’s sports teams and playing golf.