Advisor Serving Clients Across Long Grove, Buffalo Grove, and the Greater Lake County Region Kingsview Partners is pleased to spotlight Partner and Wealth Manager Ryan S. Birch, CFP®, who operates his independent advisory practice out of Long Grove and Buffalo Grove, Illinois. With more than two decades of industry experience, Ryan is known for his […]
Advisor Serving Clients Across the Great Lakes Bay Region from Midland, Michigan Kingsview Partners is proud to welcome Partner and Wealth Manager Doug Cellini, CFP®, who operates his independent practice from Midland, Michigan, serving families and professionals across the Great Lakes Bay Region. Doug’s path to wealth management began in the classroom. After graduating from […]
Advisor Serving Clients Across Southeast Michigan from Canton, Michigan Kingsview Partners is proud to welcome Partner and Wealth Manager Robert Young, MBA, CFP®, who operates his independent practice from Canton, Michigan, serving families and business owners throughout Southeast Michigan and beyond. Raised in the small farming community of Carleton, Robert combines the discipline of his […]
Former Edward Jones Advisor Opens Office in Powell, Ohio Kingsview Partners is proud to welcome Partner and Wealth Manager Terry Hoppmann, AAMS®, who operates his independent practice from Powell, Ohio, serving clients throughout the Midwest and beyond. Terry brings more than two decades of financial advisory experience to Kingsview, guiding families, executives, and business owners […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Cory L. Hixson, CFP® comes to Kingsview with over a decade of industry experience, working to put the financial puzzle pieces together with clients. As a financial advisor, Cory continues his dedication to […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Iron Mountain, Michigan Kingsview Partners announced today the opening of their newest office in Iron Mountain, Michigan. Greg L. LaFreniere, AAMS® hails from Gwinn, MI and has called Iron Mountain, MI home for the past 21 years. He earned his bachelor’s degree from Marian University in […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Martinsville, Virginia Kingsview Partners announced today the opening of their newest office in Martinsville, Virginia. Michael Gourley, AAMS® brings over 15 years of financial services experience to his new independent Kingsview Partners practice. With an abundance of experience in the financial industry, he understands the importance […]
Scott L. Stephens Kingsview Partners Newest Partner | Wealth Manager, in San Angelo, TX.
Kingsview Partners announced today that Wealth Managers | Partners Greer Ducker, Jeff Champigny, and Lisa Rosenberg have officially joined Kingsview Partners in Greensboro, NC.