Mr. Guernsey began his business career with the accounting firm of Arthur Young & Co. Subsequently, Kevin accepted a position with Union Switch & Signal, serving as Project Accountant, rising to the level of Project Director. In this capacity, Kevin was responsible for all aspects of multi-million dollar projects, including budgets, design, manufacture, and testing of complex transit signaling projects.
Mr. Guernsey began his financial planning career as a Registered Representative with Allegheny Investments in 2003. Kevin prides himself on developing long lasting relationships with his clients that in many cases include multiple generations within a family.
01FINRA series 7, 63 & 66 licenses
02Life, accident and health insurance licenses
03Executive Certificate in Financial Planning, Duquesne University
04Robert Morris University, Magna Cum Laude graduate
02401k and IRA rollovers
03Pre- and Post-retirement planning
04Work with displaced employees
01An avid skier
02Member of the Professional Ski Instructors of America
03Member of the Ancient Order of Hibernians
04Enjoys photography, woodworking
05An auto enthusiast