Kevin O’Reilly, Enrolled Agent and Principal
Kevin has decades of experience in the tax industry, and a record of success in helping clients across the country pursue their goals. He is an Enrolled Agent and holds Masters Degrees in Organizational Management and Accounting and Finance. In addition to insurance, Kevin currently hold the following licenses:
Series 6 - Investment Company Products/Variable Contracts Representative, Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law Exam, and Series 65 - NASAA-Investment Advisors Law Exam.
Kevin has chosen to work with Avantax, the most trusted name in investment advisory services, to bring the best possible solutions to his clients. He focuses on quickly and accurately addressing the changing financial, insurance, and tax needs of his clients throughout the year.
Kevin lives with his wife in Ashton, Maryland.