by Steven Lubrano | Oct 24, 2025 | Press Releases
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 depth of insight, thoughtful planning approach, and unwavering commitment to client success.
Originally from Valparaiso, Indiana, Ryan earned his degree from Indiana University’s Kelley School of Business, where he pursued a double major in Information Systems and Management, along with a minor in International Studies. His academic foundation — combining analytical rigor with a global outlook — laid the groundwork for a career defined by strategic thinking and client-focused innovation.
Over the past 23 years, Ryan has served clients across market cycles and life stages, with a special focus on helping families navigate key financial transitions. His practice spans retirement planning, estate strategy, college savings, insurance design, and multi-generational wealth coordination — all delivered through a “small family office” model that centralizes and simplifies complex financial lives.
Ryan takes pride in acting as a financial quarterback, aligning investments, risk strategies, tax planning, and legacy goals into a cohesive framework. “It’s easy to overlook how one decision in isolation can create ripple effects elsewhere,” Ryan explains. “My role is to ensure everything works together — and to help clients avoid the costly missteps that can derail long-term progress.”
That mindset extends beyond client portfolios. In addition to building a successful practice, Ryan has played an instrumental role in advisor development throughout Lake County, mentoring dozens of new professionals and leading acquisition and growth initiatives that have expanded Kingsview’s regional presence.
Away from the office, Ryan is a devoted husband and father. He and his wife, Christine, enjoy an active life with their two children, Ellie and Henry — whether golfing together, skiing in the winter, or waterskiing during Chicago’s brief but beautiful summers. A history and business enthusiast, Ryan is also deeply involved in his community, lending time and energy to charitable causes and service through the local Rotary Club.
“Ryan brings a rare blend of technical acumen, leadership, and relational depth,” says Kingsview Chairman & CEO, Josh Lewis. “He embodies the kind of trusted, forward-thinking guidance that makes a lasting impact on families — and on the advisory profession as a whole.”
Ryan Birch serves clients from Kingsview’s Long Grove / Buffalo Grove offices and can be reached by calling (847) 999-3444 or through the Kingsview website.
by Steven Lubrano | Sep 26, 2025 | Press Releases
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 engineering background with the strategic vision of financial planning. After earning his bachelor’s degree in engineering in 2005, he went on to complete his MBA in 2013 and later achieved the CFP® designation in 2024. This rare blend of technical expertise and financial training allows him to guide clients with both precision and perspective.
Robert views every financial plan as a unique puzzle — one that requires balancing long-term vision with today’s realities. Clients know him as a steady problem-solver who cuts through complexity, surfaces hidden opportunities, and coordinates seamlessly with CPAs, estate attorneys, and insurance professionals to ensure all aspects of wealth are aligned.
“I enjoy partnering with clients to help them clarify their goals and then build strategies that reflect their values and priorities,” Robert says. “Watching those plans take shape over time is one of the most rewarding parts of my work.”
Outside the office, Robert and his wife, Ashley, are busy raising their three children: Adalynn, Mason, and Emmie. He takes an active role in their activities, from hockey to art, and treasures family travel experiences that open new perspectives for all of them. A lifelong aviation enthusiast, Robert also pursues his passion for flying — whether fixed-wing or rotor-wing — and enjoys fly fishing, building and flying radio-controlled aircraft, and playing hockey alongside his son.
“Robert brings a problem-solver’s discipline and a partner’s mindset to his work,” says Kingsview Chairman & CEO, Josh Lewis. “That combination of technical strength and personal dedication reflects exactly what we want Kingsview to represent.”
Robert Young serves clients from Kingsview’s Canton, Michigan, office and can be reached by calling (734) 253-0111 or through the Kingsview website.
by Steven Lubrano | Sep 26, 2025 | Press Releases
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 Central Michigan University in 2012, he moved to Midland and started his career as a local high school science teacher and coach. That educator’s mindset continues to shape his advisory style today — simplifying complex concepts, meeting clients where they are, and guiding them with the patience of a teacher and the heart of a coach.
His transition into financial services came after experiencing poor advice himself, an event that inspired his commitment to ensuring others never feel left in the dark. Doug is known for his ability to connect deeply with clients, listen carefully, and craft strategies that feel both accessible and empowering.
Rooted in his Christian faith, Doug sees his mission as more than numbers and portfolios. He works to help families, professionals, and business owners make confident, values-aligned decisions about their money, their futures, and their legacies.
“I see my role as both an advisor and a teacher — helping clients understand their options, make informed decisions, and move forward with clarity and confidence,” Doug shares.
Outside the office, Doug and his wife, Tracy, are busy raising their five children: Karson, Bonnie, Julie, Audrey, and Tom. He also serves as an assistant varsity football coach, plays tennis, and enjoys summer days on the lake pulling his kids on tubes. A lifelong Detroit sports fan, Doug especially loves cheering for the Lions.
“Doug brings an educator’s heart and a servant-minded approach to wealth management,” says Kingsview Chairman & CEO, Josh Lewis. “That combination of technical skill, personal connection, and values-based guidance makes him a strong fit for Kingsview.”
Doug Cellini serves clients from Kingsview’s Midland, Michigan, office and can be reached by calling (989) 214-4444 or through the Kingsview website.
by Steven Lubrano | Aug 8, 2025 | Press Releases
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 through every stage of their financial lives.
Terry began his financial advisory career in 2002 after an accomplished run as an executive with a Fortune 100 company. This corporate experience gave him valuable insight into the complex financial needs of business leaders and their families. Known for his problem-solving mindset and disciplined approach, Terry helps clients bring order to financial complexity by balancing short- and long-term goals, market dynamics, and evolving personal circumstances.
In 2025, Terry was recognized by Forbes as one of Ohio’s Best-in-State Wealth Advisors — his fourth consecutive year earning this distinction. He attributes this honor to the trust placed in him by his clients and the unwavering support of his branch team.
A University of Iowa Hawkeye, Terry bleeds black and gold. He combines time-tested investing principles with a forward-focused mindset, always researching new tools and strategies to deliver better outcomes. Clients rely on him for steady guidance rooted in long-term relationships and a deep commitment to helping them build the futures they envision.
Outside the office, Terry and his wife, Michelle, share a love of music and serve their community through the Columbus Symphony Orchestra, where Terry is a trustee. They enjoy fishing, hunting, playing games, and spending time with their three children: Wes, Quin, and Jaylee.
“Terry represents the very best of what we look for in a partner,” says Kingsview Partners Chairman & CEO, Josh Lewis. “His reputation for integrity and the trust he’s earned in his community reflect exactly what we want Kingsview to stand for.”
Terry Hoppmann serves clients from Kingsview’s Powell, Ohio, office and can be reached by calling (614) 618-8222 or through the Kingsview website.
*Forbes Best-In-State Wealth Advisors in OH in 2025, 2024, 2023 and 2022, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
by Steven Lubrano | Jul 25, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Mountain Home, AR
Kingsview Partners proudly announces the opening of their newest independent office in Mountain Home, AR, led by Partner and Wealth Manager Andy Farmer, AAMS®. Andy, a former Edward Jones advisor, brings over 20 years of financial experience to the Kingsview platform.
Andy began his financial advisory career in 2002 and has since become known for his straightforward, disciplined approach to wealth management. He specializes in comprehensive financial planning, retirement income strategies, and multigenerational wealth guidance. Clients value his clear communication style, his sincere approach, and the confidence that comes from working with a professional they can trust.
A U.S. Marine Corps veteran, Andy served as an infantry Marine and a distinguished member of the Marine Corps Silent Drill Platoon, with assignments that took him from Washington D.C. to Hawaii and Japan. That same spirit of service guides his practice today. “I chose my profession because I love serving my clients,” says Andy. “I get to be their teacher, their coach, and their voice of reason.”
In 2006, Andy planted roots in Mountain Home and has proudly called it home ever since. He now joins Kingsview’s independent platform to better serve the community he cares so deeply about. His decision to partner with Kingsview reflects a shared commitment to fiduciary standards, transparent planning, and a client-first philosophy.
In 2024, Andy’s practice became a family affair when his son, Zach — also a proud Marine — joined the team. Together, they bring shared values of integrity, discipline, and service to clients and their families.
“We’re honored to welcome Andy Farmer to Kingsview Partners,” says Kingsview CEO, Sean McGillivray. “His dedication to doing right by his clients and building generational relationships is exactly what we stand for as a firm.”
Kingsview’s newest office is located in Mountain Home, AR. Mr. Farmer can be reached by calling him at (870) 232-6800 or emailing AFarmer@kingsview.com.
