Keith Demetriades, CFP®, CKA®
- Home
- Meet The Team
-
Education
Company Resources
Connect
Featured
Keith Demetriades, CFP®, CKA®
Together, we bring life-centered planning to every financial choice.
Partner | Wealth Manager
Branch Office Administrator
Branch Office Administrator
And we’re here for you every step of the way.
Most people think good financial planning means focusing on the money – the balances, the allocations, and the performance. And yes, these things are all important. But truly effective planning requires more, because real wealth starts with real life.
When you build your financial plan around your LIFE, you’re investing in what truly matters. Your relationships thrive.
Your experiences become richer. Your goals become achievable. And you have the security and peace of mind to enjoy it all without worry.
Partner | Wealth Manager
We explore how your past shapes the way you see money, how your present shows the progress you’ve made, and how your future holds opportunities you can prepare for now.
Every plan we create balances three key areas.
Well-being is your health, relationships, and how you spend your time.
Progress is the growth you see in your work, lifestyle, and personal goals.
Freedom is the security and independence to live the way you choose.
Keith Demetriades is a financial advisor with 13 years of experience and a passion for providing financial education and guidance to his clients. Drawing upon his engineering and military background, Keith brings a unique perspective to his work, leveraging his analytical skills and a profound understanding of the importance of financial literacy. He created the […]
Partner | Wealth Manager
Jeanne Garcia is a dedicated Branch Office Administrator (BOA) known for her exceptional client interaction and service. With a keen personal interest in financial planning, Jeanne is driven by a genuine desire to help others achieve their financial goals. This motivation fuels her commitment to her work and drives her to improve processes and enhance […]
Branch Office Administrator
Brenda Tucker brings forty years of experience in the insurance business to her role as a Branch Office Administrator (BOA). Throughout her career, she mastered customer service, confidentiality, and efficiency. These skills, combined with her creativity and resourcefulness, guide her in providing valuable support within the office environment. Clients often commend Brenda for her exceptional […]
Branch Office Administrator
Sean McGillivray is the COO, President of Asset Management 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.
COO, President of Asset Management
Misty is the Chief Experience Officer for Kingsview Partners. 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.
Chief Experience Officer
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.
Chief Compliance Officer
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).
Chief Investment Officer
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 […]
Chief Technical Analyst | Partner | Wealth Manager
Mitch Ehmka is the Managing Director of Research and Performance 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.
Managing Director of Research and Performance
Let’s Start the Conversation.
Schedule A Call