Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University...

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Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance l...

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As the parent of a young adult on the autism spectrum, Jim has developed a dedicated focus on special needs planning for families with a loved one with a disability. “You can't draft documents, especially in estate planning, unless you fully understand the financial plan. The legal documents really have to f...

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