Kevin began working in the Financial Services Industries in 2006. He takes a customer centric approach to all of his transactions. Kevin prides himself on paying attention to detail and focusing on the client’s situation to tailor specific coverage accordingly. He is able to customize packages that are specific to each and every client by offering insurance choices and options from a variety of companies to find the best combination of value, coverage and price. Nothing is cookie cutter or standard.Kevin understands all of the moving pieces that need to align for a real estate transaction to be complete, and he will work directly with the title companies to assure that all necessary documentation is provided in advance of settlement so there will be no delays. Once settlement is complete, Kevin will work with his customers to assure that their insurance needs in all facets of their lives are met, now and in the future.Kevin holds Series 6 & 63 securities licenses and is licensed to sell securities and insurance in the states of PA, NJ, DE, and MD. His available lines of business include: Homeowners (including Condo and Tenants), Personal, Automobile, Boat, Motorcycle, Life, Health, Long-Term Care, Disability, Umbrella & Valuable Items coverage’s. In addition, he can offer Commercial Lines: Business Auto and Workers Compensation.Kevin’s goal is to become a life-long resource to his clients. He is dedicated to making all of his relationships with his clients long-term. He also has attended, and continues to attend, many insurance schools for both commercial and personal insurance. He recently received his CPIA designation and is in the process of obtaining his CISR designation. He is a Dale Carnegie graduate and a founding member of the Malvern III chapter of BNI. He is always looking for ways to improve and educate himself.
Listed skills include Retirement Planning, Insurance, Investments, Series 63, and 19 others.
