President / Financial Advisor
Kevin has worked in the financial services industry since 2004. As a Financial Advisor focused on Retirement Planning, Kevin holds securities licenses, insurance licenses and has obtained the RICP® (Retirement Income Certified...
Richard brings over 20 years of experience in the financial services industry with an extensive background in sales management, supervision, accounting, financial planning and financial operations. Richard graduated from St....
Director, Business Operations
Chris oversees back-office operations for BSB Financial Services, Inc. Chris has been affiliated with BSB since 2007. Chris has worked in the Operations industry for over 25 years and brings with him a wealth of expertise.
As the founding member of the family firm, Mom built this business based on trust and respect. Those attributes are not only what makes this family firm successful, but it's what makes us feel good about the work we do everyday. While...