Kevin co-founded Aegis Retirement Partners, LLC in January 2017. He brings 20 years of experience and expertise, guiding his clients through the complex rules and regulations that come with sponsoring a retirement plan. With his extensive knowledge of and insight into 401(k), 403(b), 457(b) and non-qualified Plans, he has provided plan sponsors with the tools they need to ensure that their plans are designed to meet their specific goals and objectives. It is this same knowledge and expertise that allows him to be considered a valuable resource to CPAs, Attorneys, and other benefit professionals who look to him for his specific guidance and perspective. Prior to co-founding Aegis Retirement Partners, Kevin was Vice President of Retirement Plan Services at Summit Financial Corporation where for 17 years, he was responsible for the design, conversion, and account management for over 40 retirement plan clients. Kevin earned a B.S. in Business Administration from the University of New Hampshire and later earned his MBA from Southern New Hampshire University. He holds FINRA Series 7 and 66 registrations and holds many professional designations through the American Society of Pension Professionals and Actuaries, including Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, and Qualified Plan Financial Consultant.
When not working, Kevin enjoys spending quality time with his wife and 3 children and can be found at the numerous ball fields around town taking in his kids’ baseball and softball games.