Meet Kevin
Kevin has been dedicated to helping high-net-worth families manage their wealth since 2005. He joined Mercer Advisors in 2014, bringing with him extensive experience from his previous role as a wealth management advisor at TIAA-CREF. There, he specialized in addressing the unique financial needs of professionals in the academic, research, medical, and cultural sectors. Kevin holds a degree in international business from Loyola University in Maryland and enriched his education with studies at the International School for Economics in Rotterdam. He is also a FINRA Series 66 license holder. Kevin resides in Havertown, Pennsylvania, with his wife, Ellie, and their three sons, Braeden, Christian, and Andrew.
Articles by Kevin
How To Minimize Taxes When Selling a Dental Practice
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Estate Planning
Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds
January 14, 2026