Kevin began his career in the Financial Services industry in 1987. He started out with The MONY Group. Kevin joined Cypress Financial Consultants team which has brought together financial professionals and staff who each bring a sounding board for different points of view on various financial affairs. Cypress Financial can turn a client’s strategy into action and they can choose financial tools from various companies within the Equitable Advisors expansive network.
"What did I join Cypress?" As a financial professional for 33 years, Kevin can work with his team of financial professionals within Cypress Financial Consultants to bring more well-rounded financial needs, analysis and guidance with tools available, he can take a deep dive into a client’s finances and generate a very detailed analysis of one’s overall personal finance picture and future trajectory as an added value for his clients. Kevin brings knowledge in the financial services industry, offering a broad range of options to address client needs for asset accumulation, retirement planning, education funding, wealth preservation, income and family protection, and business services. With his experience and background, he can offer direction for both personal and business planning needs as clients will receive professional and personalized guidance to fit their unique lifestyle. In 2019, he brought his son, Matthew, and nephew, Phillip, onto his team, opening up new opportunities to grow the business. His daughter, Mallory, and Laura Paulson round out his experienced office staff.
Kevin resides in Greece, NY with his wife, Cindy, and is a father to four grown children, two sons and two daughters. He’s also a proud grandfather of three. When not at work, you will always find him spending time with his family and rooting for Syracuse basketball or the Buffalo Bills.
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Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.