“Well done is better than well said.” – Ben Franklin
Kevin joined Gateway Financial in 2012 after spending 8 years at a major wire house. Kevin works closely with Gateway’s Principals to assess client portfolios and develop strategies to help achieve their wealth transfer and preservation goals. He specializes in navigating the long-term care insurance marketplace to evaluate current product offerings and identify solutions best suited to meet each client’s unique situation. In this role, he also finds himself working closely with client advisors to educate them in making well informed decisions as a part of their client’s comprehensive plan. Kevin is at his best when he is digging into the details and loves seeing the missing pieces filled in to a client’s financial puzzle.
Kevin lives in Oakmont, PA with his wife, Jaime, and their son, Cash. They enjoy trying new restaurants and breweries, exploring antique shows and attending local craft and artisan events. Kevin stays active by golfing, bowling and working in his home woodshop. Fun fact: Kevin is a triplet.
Education and Affiliations:
- University of Pittsburgh, Bachelor of Science in Business Administration in Finance
- M Holdings Securities, Inc., Registered Representative ‐ FINRA Series 7 and 66 securities registrations
Check the background of Kevin Siebert on FINRA’s BrokerCheck
Kevin is a registered representative of M Holdings Securities, Inc.