Kevin became a member of the Briggs Advisory Group team in 2021 and serves as one of the firm’s Associate Wealth Advisors. His primary responsibility is to manage client relationships and enhance the client experience. Kevin works directly with clients in gathering data and assisting the Wealth Advisors in preparing tax-optimized, goal-focused, planning-driven solutions for our clients. He also reviews and monitors clients' investment portfolios to assure they remain in accordance with their stated investment strategies. Kevin has over 15 years of financial service industry experience. Prior to his time with Briggs Advisory Group, he was a portfolio associate for a wealth management firm in Providence, RI. Kevin received his Bachelor of Science degree in Finance from Providence College in 2005.