Investment Management Analyst
Kevin graduated from Salisbury University Perdue School of Business with a degree in Finance in May of 2022. During his time as a student Kevin completed an internship with us and shortly after graduation, he joined our team. He is eager to learn and grow within the financial industry. As our investment management analyst, he is excited to provide the best investment options to our clients.
Kevin was born and raised in Salisbury, Maryland where he graduated from Parkside High School in 2018. He has always enjoyed playing baseball and football and now enjoys keeping up with the Baltimore Orioles and New York Giants. During his free time, he loves to play Texas Hold’Em and enjoy the outdoors with friends and family.
Meet The Rest of Our Team
Harold L. Carmean II
Harold "Hal" L. Carmean II is the President and owner of Creative Wealth Management, LLC. He specializes in helping individuals and business owners avoid common financial mistakes while creating a financial model for near and long-term success. See Full Bio
Chief Compliance Officer/Partner
Laura has one of the most important roles at our firm. She is responsible for overseeing and ensuring compliance with laws, regulatory requirements, policies, and procedures. See Full Bio
Tristan Jacobi, CFP®
Tristan graduated from Slippery Rock University of Pennsylvania in December of 2017 with a degree in Finance. Following graduation, Tristan was able to begin gaining experience in the financial industry right out of downtown Pittsburgh. See Full Bio
Carol A. Verdis, FPQP®
Director Of Operations
Carol grew up in New York and moved to Delaware in 2018. She graduated from the State University of New York at New Paltz and worked as an office manager in a law firm for over 20 years. See Full Bio