By proactively addressing my clients’ needs through innovative tax and financial planning strategies I am able to identify wealth management opportunities, such as minimizing taxes and strategically structuring assets, to lead my clients to a comfortable retirement.
Kevin is a Manager in DKB’s Personal Tax & Financial Planning Practices. His main focus is on providing tax planning & compliance services to individuals, including executive and high-net worth individuals, and small and family owned businesses, including professional service and health care organizations. Kevin also has niche expertise when it comes to providing personal financial planning services to individuals. He helps his clients understand how to manage the tax issues surrounding financial planning strategies.
Kevin’s background in both personal tax as well as financial planning, allows him to provide his clients with planning strategies that assess many different variables. He helps his clients manage the complexities of retirement, executive compensation, estate, and education planning, charitable giving, and more. He understands the unique rules around IRA and Roth IRA investments, and advises his clients on how to make the most tax-efficient investment decisions. It is his goal to help his clients utilize different tax-efficient vehicles and diversification strategies to make sure they are planning for future generations and reaching their long and short term objectives.
Education and Certifications
- Master of Science Accounting, SUNY Brockport
- Bachelor of Science, Accounting SUNY Brockport
- Certified Public Accountant – State of New York
American Institute of Certified Public Accountants
- Board of Directors & Finance Committee, CURE Childhood Cancer
In his spare time he enjoys playing and watching sports such as baseball, basketball and golf.