8 Freebody Street,
As a Personal Financial Specialist with extensive tax experience, Kelsey is uniquely qualified to help you develop a financial plan* with customized strategies for pursuing your goals and peace of mind.
Kelsey's career in financial management began when she graduated from the University of Rhode Island with a degree in mathematics. After graduation, she studied accounting at Bentley University and earned the Certified Public Accountant credential. She has since devoted her thirty-plus year career to accounting, taxation and financial planning*. In 2009, she was awarded the Personal Financial Specialist credential by the American Institute of Certified Public Accountants. She is a member of the Personal Financial Planning Section and Tax Section of the American Institute of Certified Public Accountants and a National Social Security Advisor Certificate Holder. Kelsey lives in Newport with her husband and daughter.
*Investment and financial planning services are offered by Kelsey Hyman through her affiliation with Avantax.
Financial Services Representative
Kevin is a financial services representative. He holds his Series 6 license (Investment Company Products/Variable Contracts Representative) and 63 license (Uniform Securities Agent State Law Exam) as well as life and health insurance licenses. He specializes in retirement strategies.
A graduate of the University of Rhode Island with a degree in economics Kevin can help you pursue your retirement goals. Kevin enjoys surfing, playing and coaching ice hockey, and golfing. He lives in Middletown with his wife and baby daughter.
Investment services are offered by Kevin Hyman through his affiliation with Avantax.