kevin coholan, CFP®
chief compliance officer
Kevin is a practicing CERTIFIED FINANCIAL PLANNER™ with DFSC. He has been with the firm since 2014.
BACKGROUND
Kevin was born and raised in Rochester, NY. He graduated from Mercyhurst University with a degree in Finance & Concentration in Financial Planning.
FAMILY
Kevin resides in Brecksville, OH with his wife Betsy. Kevin’s parents continue to reside in the Rochester, NY area while his 3 younger brothers have since relocated to the Charlotte, NC region.
WHAT ARE YOU PASSIONATE ABOUT?
Kevin is passionate about helping others make smart financial decisions in order to achieve their goals. He also shares a strong passion for the sport of lacrosse. Kevin was fortunate enough to be a part of the 2011 National Championship team at Mercyhurst.
WHERE CAN WE FIND YOU WHEN NOT IN THE OFFICE?
Spending free time with family and friends. He enjoys being outdoors, playing golf, boating, or even attending a sporting event. He will always be a supporter of the Buffalo Bills & Syracuse University but he has grown to root for the Cleveland Indians & Cavaliers.