Kevin O'Connell

Kevin has more than 10 years of experience in the financial industry working with businesses and high-net-worth individuals including attorneys, CPAs, and medical and dental professionals. Whether he is helping his clients find the perfect loan or working with them to create a comprehensive financial plan, Kevin works side-by-side with his clients to find the financial solution that meets their unique needs. Kevin focuses on creating long-term relationships and building a deep understanding of his clients’ business and personal financial needs, partnering with them throughout their financial journey.