With over four decades of experience, Kevin has earned a reputation as a trusted advisor in tax strategy, compliance, and high-net-worth financial planning. His career spans leadership roles across public accounting, global corporate finance and operational strategy, where he has consistently delivered strategic guidance to individuals, trusts, and corporations.
In his most recent role, Kevin directed financial and business strategy for an international enterprise spanning 13 manufacturing sites across 8 countries, leading cross-functional teams of over 1,800 employees. His tenure included pivotal contributions to M&A due diligence, operational transformation, and tax governance—demonstrating his ability to integrate financial planning with operational excellence. Prior to this, Kevin served as Chief Financial Officer of Fiber Optic Network Solutions, guiding financial strategy through the dot-com downturn, and as a tax partner at a regional CPA firm in Worcester, where he oversaw compliance and strategic planning for individuals, trusts, and corporations. Earlier in his career, Kevin served as an IRS agent, gaining firsthand insight into federal and state audit processes that would later guide his successful client representation.
Outside of work, Kevin enjoys spending time with his children and grandchildren along the beaches of Falmouth.
Education
MBA with a concentration in Tax from Bryant University
BS/BA in Accounting from Merrimack College.
Certifications
Certified Public Accountant (CPA) in Massachusetts
Business Valuation (ABV)
Financial Planning & Analysis (FP&A)
Financial Planning and Wealth Management. (FPWM)
Professional
Member, American Institute of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MSCPA)
Community
Merrimack College Student Athlete Mentor Program