Kevin is a senior partner at Russell Sweeney Wealth Management with over 15 years of experience. Kevin specializes in helping business owners across diverse industries and high-net-worth families navigate the complexities of tax planning. With a focus on simplifying intricate tax strategies, Kevin acts as a trusted advisor and primary point of contact for his clients, helping to ensure their tax and financial needs are addressed with clarity and precision.

Growing up watching his father run a business for 40 years, Kevin understands firsthand the profound impact that effective tax planning—or the lack of it—can have on long-term wealth. His experience owning multiple businesses and real estate ventures gives him a unique perspective on the challenges his clients face, from managing cash flow to seeking to optimize tax efficiency.

Kevin’s expertise extends beyond tax strategy. As a CERTIFIED FINANCIAL PLANNER® (CFP®) he integrates tax planning with wealth-building strategies. Whether it’s investments, retirement planning, or equity compensation, Kevin provides proactive, personalized strategies that help his clients grow and preserve their wealth.

Before joining Russell Sweeney Wealth Management, Kevin served as Regional Director for two asset management firms, where he advised thousands of financial and tax professionals on strategies for their affluent clients. He holds a degree in Economics from the University of Pennsylvania, further enhancing his ability to provide high-level advisory services.

Outside of work, Kevin and his fiancée enjoy traveling, attending concerts, golfing, hitting the beach, and hunting for the best pizza slice.