Kevin Mahon
“Achieving any worthy goal is a matter of setting intermediate objectives and aligning daily decision-making to reach them—just one decision at a time.”
Kevin’s a CPA serving in two essential roles at Highland. Internally, he makes certain we are in full compliance with industries standards established by agencies including the SEC, the DOL and the IRS. And in partnership with our Family Wealth practice, Kevin develops financial plans and helps clients progress toward their financial goals. You could say he’s our CPA and our accountability partner.
“Working closely with my colleagues who are likewise committed to searching out, identifying and implementing sensible solutions to our clients' needs provides great satisfaction.”