by parnterwithstg | Feb 28, 2025 | Press Releases
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 serving others by fostering genuine relationships, visualizing client goals, and developing strategies to stay on track.
After graduating from North Union, Cory enlisted in the U.S. Marines and served with the 1st Battalion, 8th Marines, Scout Sniper Platoon. He deployed to Iraq from 2004 to 2005 in support of Operation Iraqi Freedom II. His unit participated in Operation Phantom Fury, the second major battle of Fallujah.
Cory began his career in the financial services industry in 2006 as an Account Executive with Paycor in Jacksonville, FL. However, he later stepped away from this role to contribute to Wounded Warrior programs in Washington, D.C. There, he served as the regional program manager for Operation Warfighter, a federal internship program for wounded warriors, and as a senior advisor to the commanding general of the U.S. Army Warrior Transition Command.
Eventually, Cory transitioned back to the financial industry, earning accreditation as a CFP® (Certified Financial PlannerTM) professional. He also holds credentials as a Certified Exit Planning Advisor (CEPA®), an Accredited Asset Management SpecialistTM (AAMSTM) from the College for Financial Planning®, an MBA from Strayer University, and a bachelor’s degree in finance from the University of North Florida. Cory is a former president of the Union County Chamber of Commerce and past chairman of the United Way of Union County. More recently, Cory was ranked #50 in AdvisorHub’s Top 100 Solo Advisors to Watch in 2024 and serves on the Union County Foundation’s Investment Committee.
Cory leverages his extensive financial experience and military background to work closely with clients, helping them navigate their financial landscapes and set effective goals for long-term success. His work on education, employment, and entrepreneurship programs with the U.S. Army Warrior Transition Command focused on wounded, ill, and injured soldiers and their transition back to civilian life.
“When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you,” says Cory. “I then work through our established process to help you define your goals and partner with you to help keep you on track throughout your life.”
Cory emphasizes the importance of understanding his clients and acts as an accountability partner on their journey to achieving their goals. He collaborates closely with his branch office administrator, Carmie Grooms, FPQP® (Financial Paraplanner Qualified Professional) with whom he has worked for over ten years. Together, they aim to enhance the financial well-being of their clients, striving to deliver the most ideal client experience.
“We are so fortunate to serve this community, and we’re eager to help even more people,” says Cory and Carmie.
Kingsview Partners CEO Sean McGillivray welcomed Cory, saying, “Cory’s commitment will bring fresh perspectives as we help our clients navigate their financial futures. We’re excited to have him with us and look forward to learning and growing together.”
Kingsview’s newest office is at 171 Morey Drive, Suite C, Marysville, OH 43040. Mr. Hixson can be contacted by calling (937) 893-8999 or emailing chixson@kingsview.com.
by parnterwithstg | Feb 28, 2025 | Press Releases
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 value of customer service and operational efficiency—skills he applies daily as a financial advisor. He studied economics at The Ohio State University, where his passion for finance took root.
His career as a financial advisor started on March 9, 2009—a historically significant date indicating the stock market’s bottom following the Great Recession of 2008. Launching his career during a time of crisis provided Zach with invaluable insights into navigating uncertainty and the critical role clear communication plays in client relationships.
“Starting during this time gave me wonderful insight as to how beneficial effective communication can be between my clients and I,” says Zach. “It became clear that although times can be tough and uncertain, communication was and still is key.”
As a CFP® (Certified Financial PlannerTM) professional, Zach is dedicated to helping individuals and local businesses define and achieve their financial goals. He works closely with clients over the long term, ensuring their plans remain on track and adjusting as needed to address life’s changes. His upbringing in a family business instilled in him a deep commitment to caring for clients, which, combined with his economics background, allows him to deliver personalized financial strategies and the opportunity to build long-lasting relationships.
“I find it incredibly rewarding to guide clients through complex financial decisions and see the positive impact it has on their lives,” Zach says.
Kingsview Partners CEO Sean McGillivray welcomed Zach, saying, “Zach’s knowledge and dedication is what we search for in our advisors. We are excited for his journey and looking forward to his team’s success.”
Kingsview’s newest office is at 171 Morey Drive, Suite C, Marysville, OH 43040. Mr. Boyd can be contacted by calling (937) 893-9770 or emailing zboyd@kingsview.com.
by parnterwithstg | Nov 8, 2024 | Press Releases
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 Fond Du Lac, WI. With over two decades of industry experience, Greg brings a wealth of knowledge to Kingsview. Prior to transitioning into the financial industry, he worked in Radiologic Technologist Management, where he managed direct patient care, staffing, and budgeting in a fast-paced hospital setting.
Greg’s fascination with the market took root early, influenced by the older mentors in his life who emphasized the importance of saving for retirement. Their advice shaped him not just as an investor, but also as someone who deeply values the relationships he builds. Over the years, Greg has taken great pride in the trust he’s earned with clients and finds deep fulfillment in helping them achieve their financial goals. He is very passionate about the responsibility of educating younger individuals on the financial space, namely the long-term power of investing. “Seeing goals being obtained and dreams come true, and showing younger people the power of investing over time is why I chose this profession”, says Greg.
Kingsview Partners CEO Sean McGillivray welcomed Greg, saying, “Greg’s wealth of experience will enhance our approach to serving clients. Together, we’ll elevate our mission and continue to set the standard in financial excellence.”
Kingsview’s newest office is at 126 Woodward Ave, Suite A, Iron Mountain, MI, 49801. Mr. LaFreniere can be contacted by calling (906) 771-8771 or emailing glafreniere@kingsview.com.
by parnterwithstg | Jun 28, 2024 | general, Press Releases
Former Edward Jones Advisors Open Kingsview Partners Office in Rochester Hills,
Michigan
Kingsview Partners announced today that Wealth Managers | Partners Chris Kramer and Alan
Gieleghem have officially joined Kingsview Partners in Rochester Hills, MI.
With previous roles in the entertainment and education industries, the team’s combined
experience and credentials help them provide expertise for individuals, families and businesses.
“With a focus on research and great respect for financial markets, we can create a solution that
allows our clients to thrive because we have done the hard work in advance,” say Chris and
Alan.
Chris Kramer, CEPA®, comes to Kingsview with over a decade of professional industry
experience, specifically working with business owners to create successful exit strategies. As a
Certified Exit Planning Advisor (CEPA®), he possesses the expertise and credentials to guide
his clients through intricate financial landscapes. He specializes in comprehensive financial
planning, along with helping business owners successfully plan and execute seamless exits
from their endeavors.
“I enjoy working closely with individuals and business owners,” says Chris. “I love problem/goal
solving, and being that trusted advisor when things are rocky in the markets, not just during the
bull markets.”
Alan Gieleghem, CFP®, received both his Bachelor’s and Master’s degrees from Oakland
University, and comes to Kingsview with six years of professional industry experience. As a
Certified Financial Planner (CFP ®), Alan’s goal is to provide sound, reliable financial advice
that’s backed by thorough research. This ensures his clients feel confident that they’re making
informed, calculated decisions – not just during market downturns, but also amid periods of
exuberance.
Alan loves being the first person someone calls for guidance on making financial decisions. “I
chose the profession because I take pride in providing unique custom solutions to achieve
optimal probability of success for clients’ real-life problems,” says Alan. “My goal is to research
and provide sound financial advice so clients can rest assured they are making prudent
decisions.”
Kingsview Partners CEO Sean McGillivray welcomed Chris and Alan, saying, “We are excited
for the joint team of Chris and Alan, expanding our reach to Michigan. Their combined skills and
personal relationships are sure to enhance the experience of our clients, and I am positive they
will be an asset to Kingsview Partners.”
Chris Kramer and Alan Gieleghem can be contacted at (248) 997-5955 or through the
Kingsview website.
by parnterwithstg | Apr 5, 2024 | general, Press Releases
Former Edward Jones Advisors Specialize in Multigenerational Family Wealth
Kingsview Partners announced today that Wealth Managers | Partners Greer Ducker, Jeff Champigny, and Lisa Rosenberg have officially joined Kingsview Partners in Greensboro, NC.
This powerhouse team specializes in multigenerational family wealth: retirement, charitable giving, estate planning, and putting children on a responsible financial path. I will share a little information about them here, but please also link to their respective advisor profiles so you can read their complete biographies.
Greer A. Ducker, AAMS®, ADPA®, has a Bachelor’s degree from the University of North Carolina Greensboro and nearly 25 years of experience in the financial industry. His client-focused approach extends beyond the realm of financial advice to encompass ongoing support and guidance, ensuring that clients remain informed, engaged, and empowered throughout every stage of their financial journey.
“I’ve always believed that the essence of financial management lies in the relationships we build,” says Greer. “It’s incredibly rewarding to see my clients achieve their financial goals and know that I’ve played a part in their success.”
Jeff Champigny is committed to guiding individuals, families and businesses toward their financial goals. With a Bachelor’s degree in Health Fitness Specialist from East Carolina University and a Master of Sport Leadership from Virginia Commonwealth University, Jeff offers a unique blend of knowledge and expertise backed by seven years of industry experience.
“In the world of finance, knowledge isn’t just important—it’s everything. I’m committed to providing my clients with more than just advice; I’m here to arm them with the insights, information, and understanding they need to navigate today’s financial landscape.”
Lisa Rosenberg brings a unique blend of expertise, passion, and dedication to her role as a Kingsview Wealth Manager. With a Master’s in Mathematics from Binghamton University and a background in academia, Lisa’s journey into wealth management is a direct result of her innate curiosity, commitment to education, and a profound understanding of the value of long-term planning.
“Numbers are the language of possibility, but understanding someone’s personal stories and motivations is key in helping them plan for the future they envision. Strong and lasting relationships with my clients are so important to our work together.”
Ducker, Champigny and Rosenberg’s office is at 806 Green Valley Rd #106, Greensboro, NC 27408. They can be contacted by calling (336) 346-2170 or via the Kingsview.com website.
