Integrated Estate Solutions

Kevin can present in person or virtually on a variety of tax, estate and insurance planning topics. He will work with an organization to identify its requirements and customize his presentation for the specific needs of the audience.

Kevin is a tax lawyer by training and over his career has worked in the tax department of a major law firm, managed the advanced tax team at a major insurance company, been a senior executive at several national insurance distribution firms and the head of a national organization representing financial and tax advisors.