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.
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FINRA series 7, 63 & 66 licenses02
Life, accident and health insurance licenses03
Executive Certificate in Financial Planning, Duquesne University04
Robert Morris University, Magna Cum Laude graduate01
Education funding02
401k and IRA rollovers03
Pre- and Post-retirement planning04
Work with displaced employees01
An avid skier02
Member of the Professional Ski Instructors of America03
Member of the Ancient Order of Hibernians04
Enjoys photography, woodworking05
An auto enthusiast