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Kevin S. Mathes

Kevin S. Mathes

Investment Advisor Representative

He has worked at PNC Investments, Allstate Financial, and Securities Service Network, LLC. Kevin has over twenty-one years of experience in the securities industry. 

Kevin is an Investment Advisor Representative with MFG Investments, LLC, and a Registered Representative with Securities America, Inc., a Registered Broker Dealer, Member FINRA/SIPC

Kevin’s specialty is creating asset allocation strategies and comprehensive planning in a TAX EFFICIENT way. When Kevin is not managing money, he enjoys fishing and spending time with his family. Kevin and his wife Trudy have two children, Hunter and Elle currently reside in Yardley Pa.