Kevin P. Haggerty

Kevin P. Haggerty

Vice President/Client Executive

Phone: 877-808-7878

Kevin has a wide-ranging management background in multiple industries and most recently comes from the insurance and investment advisory business. Kevin spent over 13 years in grocery store management before joining a moving company as general manager and eventual partner/owner and CEO. His experience running and owning a business equips him to work with clients on strategies for wealth accumulation through personal and professional estate protection. A seasoned professional, Kevin has been in management positions for over 30 years. Kevin earned a Bachelor of Science in business from Grand Canyon University.

Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.