Our Team

Kevin L. Slocum has over 25 years experience in the financial services industry. He is a graduate of Penn State University where he received his Bachelor’s Degree in Management. In 2011 Kevin completed the CFP (R) Certification Professional Education Program.

He is also a graduate of the Institute of Business and Finance where he completed the Certified Fund Specialist Program.

Kevin also holds a Pennsylvania state insurance license. When time allows he enjoys travel, reading, golf and watching college football. Kevin currently resides in Corry, Pa with his wife and three children.