Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology.
It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.
Sean McGillivray is a Managing Partner and the Chief Executive Officer for Kingsview Partners. He is a Financial Advisor and an operations and technology integration expert. Sean runs the day to day operations of the firm, oversees the administrative staff, sits on the investment committee, and works with the firm’s custodial partners to manage the advisor onboarding process.
Misty is the Chief Operations Officer for Kingsview Partners. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance end user experience.
Matthew (Matt) Stolen is Kingsview Partner’s Wealth Management Chief Compliance Officer. As CCO, Matt’s primary role is developing and monitoring Kingsview Wealth Management’s compliance program. Additionally, he oversees advisor communications and conducts visits of Kingsview branches throughout the country.
Scott D. Martin is Chief Investment Officer of Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. He also serves as Contributor to the Fox News Channel and is a Contributor to The Futures Institute at the Chicago Mercantile Exchange (CME).
Aaron Klemow is the Managing Director of Business Development for Kingsview Partners. He is an advisory transition specialist, marketing consultant, and business development expert for the financial services industry. Aaron runs the firm’s recruiting team and is responsible for setting up new branch offices nationwide.
Kevin Swanson serves as the Co-Chief Compliance Officer of Kingsview Wealth Management, LLC, overseeing the firm’s investment management division. Kevin has over 20 years of professional experience. Previously at Cedar Capital, LLC, Kevin served as Chief Compliance Officer, responsible for developing, implementing and communicating an enterprise compliance program for the firm and its affiliates.
Mitch Ehmka is the Director of Trading at Kingsview Partners. He is the Portfolio Manager for CORE and a member of the Investment Committee. Mitch assists the advisors and the Investment Committee with strategy execution and investment model integration within Kingsview’s systems.
Scott D. Martin is Chief Investment Officer of Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. He also serves as Contributor to the Fox News Channel and is a Contributor to The Futures Institute at the Chicago Mercantile Exchange (CME).
Mitch Ehmka is the Director of Trading at Kingsview Partners. He is the Portfolio Manager for CORE and a member of the Investment Committee. Mitch assists the advisors and the Investment Committee with strategy execution and investment model integration within Kingsview’s systems.
Buff Dormeier, CMT® provides four important roles to our clientele that of a financial advisor, consultant, analyst, and a portfolio manager. Armed with proprietary indicators and investment programs, Buff dynamically advises affluent and institutional clientele on strategies to help meet their specific investment objectives in what are often uncertain investment climates. As an advisor, Buff […]
Neil Peplinski is a portfolio manager at Kingsview. With over 20 years of professional experience, Neil is responsible for research, investment analysis and the development of new investment strategy models.
Yash Patel is Cedar Capital’s Chief Operating Officer and brings 14 years of professional experience to the firm. Yash’s responsibilities include the management and leadership of operations, technology, trading, and portfolio management. Prior to joining Cedar Capital, a partner company of Good Harbor Financial, he was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies.
Jake Bauer is the Vice President of Advisor Strategy for Kingsview Partners. His primary role is to support Kingsview advisors and assist them to become the advisor they always envisioned. He also serves on the Kingsview Investment Management Investment Committee, helping advisors to implement KIM strategies, and provide the best advisory experience.
Melissa is the Vice President of Strategic Business Development for Kingsview Partners. Her primary role is to build recognition for the Kingsview Trust & Insurance Service (KTIS) brand by evaluating current market trends for opportunities and proposing new business development strategies. She works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.
Tim is Kingsview Partners’ Vice President of Financial Planning. His primary role is to develop and execute initiatives that enhance the financial planning resources, guidance, and infrastructure used by our branches in serving their clients.
With nearly a decade of specialized experience, Andrew Gosney serves as the Vice President of KGRP (Kingsview Group Retirement Plans). His duties revolve around empowering advisors and ensuring the effective management of their retirement business portfolios.
SVP Business Development Originally from the pacific northwest, Dallas began his career in financial services in 2003 as a fixed income specialist at the GMS Group, where he ran the sales desk in the firm’s Miami office. During his time with the firm, Dallas assisted high net worth clients with portfolio diversification and advanced tax […]
Richard Holmes is the Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.
Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.
Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.
Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.
Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.
In the early stages of your investment life, you may experience a series of new beginnings—life events that call for the introduction of a financial plan. When that happens, it’s important to get a carefully crafted, personal financial plan—a roadmap that guides you toward your goals and aspirations.
As you're considering retirement, having expert financial advice becomes even more critical. That shortening timeline is now becoming highly relevant, but you still have the opportunity to make adjustments if you find yourself falling short of your goals.
If you've followed your financial roadmap, remained disciplined and made good choices, you should have a healthy portfolio that generates the income to maintain your lifestyle. But it’s still important that someone keeps your eye on the ball, assessing how well your financial plan is working.
Complex planning needs require a dynamic team of specified experts—like the team at Kingsview’s Private Client Service. Your fiduciary advisor will act as your personal CFO and deploy a team of specialists to build an approach tailored to your needs.
