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.

Credentials & Education

  • 01

    FINRA series 7, 63 & 66 licenses
  • 02

    Life, accident and health insurance licenses
  • 03

    Executive Certificate in Financial Planning, Duquesne University
  • 04

    Robert Morris University, Magna Cum Laude graduate

Specialties

  • 01

    Education funding
  • 02

    401k and IRA rollovers
  • 03

    Pre- and Post-retirement planning
  • 04

    Work with displaced employees

Personal Activities

  • 01

    An avid skier
  • 02

    Member of the Professional Ski Instructors of America
  • 03

    Member of the Ancient Order of Hibernians
  • 04

    Enjoys photography, woodworking
  • 05

    An auto enthusiast