With 25 years in financial services, Kevin Leibold guides clients through trust, investment, estate, and retirement planning, always offering personalized strategies and clear communication. He specializes in retirement income, portfolio review, asset protection, and management, and works closely with partners to ensure compliant, professional service.

Kevin holds a bachelor’s degree from Bloomsburg University and professional designations including Series 7, 66, 31, PA Life & Health, and RICP®. He teaches Investing for the Future at Temple University and is active in groups like the West Shore Chamber of Commerce and Valley Green Golf Executive Committee.

Kevin and his wife, Lynn, live in East Pennsboro Township. Outside work, he enjoys golfing, biking, gardening, and live music.