Kevin is a partner and co-founder of Market Street Wealth Management. A graduate of Eastern University, Kevin entered the financial services profession by participating as a member of the Morgan Stanley Dean Witter Elite Financial Advisor Training Program. After a three year tenure with Morgan Stanley Dean Witter, Kevin partnered with Leppert to begin the formation of Market Street Wealth Management. In 2008, he attained the Certified Financial Planner (CFP®) designation after attending the American College training program for 2 years. His primary emphasis at the firm is comprehensive financial planning, with a specific focus on income planning, investments, taxes, and financial estate planning. His training and education helps him plan for the various “what ifs” that may arise in the financial lives of his clients. He has joined with the other advisors at the firm in delivering numerous financial seminars and workshops throughout Pennsylvania, Delaware, and New Jersey.
On a personal note, Kevin currently resides in Glen Mills, PA, with his wife Kim and their two children Jonathan and Maya. He currently sits on the Westminster School Board, and is a former member of the Collenbrook United Church Board. He’s active as a youth baseball and soccer coach, as well as a participant in Habitat for Humanity.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.