by Steven Lubrano | Jul 19, 2024 | general, Press Releases
Former Wells Fargo Advisor Opens Kingsview Partners Office in San Angelo, Texas
Kingsview Partners announced today the opening of their newest office in San Angelo, TX. As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Asset Management Specialist (AAMS®), Partner | Wealth Manager Scott L. Stephens has twenty-four years of experience as a former Wells Fargo advisor. He attended Texas Tech University and previously worked with Farm Bureau Insurance for 9 years, gaining valuable insights in the insurance space.
Specializing in comprehensive financial planning, retirement strategies, investment management, and wealth preservation, Scott possesses the knowledge and credentials to guide his clients through intricate financial landscapes.
Scott’s client-focused approach prioritizes long-term financial stability and success. He prides himself on relatability, having built his wealth with the same methods he employs to help the majority of his clients. Scott’s skill set puts him in an ideal position to help his clients navigate complex financial challenges – always aiming to achieve their financial aspirations with diligence and care. “There is nothing more fulfilling than watching someone achieve their goals and dreams”, says Scott.
Kingsview Partners CEO Sean McGillivray welcomed Scott, saying, “His longevity in the field of wealth management and focus on personal connections with his clients makes him an ideal advisor here at Kingsview Partners. We are excited for Scott to join our expanding team”.
Kingsview’s newest office is at 2635 S Johnson St, San Angelo, Texas 76904. Mr. Stephens can be contacted by calling 325-339-1110 or emailing sstephens@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.
by parnterwithstg | Mar 6, 2024 | general, Press Releases
Former Edward Jones Advisor Opens Independent Practice in San Marcos, California
Kingsview Partners announced today the addition of their newest Partner| Wealth Manager Khoa Hoang in San Marcos, California. With over 13 years of experience in the financial field, Khoa Hoang is an experienced professional committed to helping individuals and families achieve their financial goals. He holds an MBA from the University of Phoenix and a CRPC® professional endorsement.
Raised in Omaha, NE, by Vietnamese immigrants, Khoa learned the values of hard work and perseverance from a young age. “Their dedication and commitment to providing for our family shaped my own work ethic, and their example continues to inform all aspects of my personal and professional life.”
One of Khoa’s greatest strengths is connecting authentically with his clients. He approaches each interaction with empathy, integrity, and professionalism, ensuring a deep understanding of their unique needs and goals. “The key to financial well-being is not just earning more but understanding your vision for the future and making smart decisions with what you have.”, says Khoa.
Beyond his professional pursuits, Khoa and his fiancée Zuri share their home with four children. He is a self-proclaimed “super foodie” who loves exploring culinary experiences and enjoys hobbies such as fishing, reading, golfing, and attending concerts.
Kingsview Partners CEO Sean McGillivray welcomed Hoang, saying, “We are excited to have Khoa join our team at Kingsview Partners. His extensive experience and dedication to his clients make him a valuable addition, and we look forward to seeing the positive impact he will make in helping people reach their financial goals.”
Khoa Hoang’s office is at 1 Civic Center Dr., Suite 350, San Marcos, CA 92069. Mr. Hoang can be contacted by calling 760-688-0200 or emailing khoang@kingsview.com.
by parnterwithstg | Mar 1, 2024 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Braselton, Georgia
Kingsview Partners announced today the opening of their newest office in Braselton, GA. Partner | Wealth Manager Ralph M Brooks Jr, CFP®, has fourteen years of experience as a former Edward Jones advisor and holds a degree from Augusta College and a degree from the University of Georgia.
He has been a Jefferson, GA, resident for the last 31 years, serving on several non-profit boards, and is currently a Braselton Arts Council board member. “I am grounded in this community and the people I serve aren’t just my clients; they’re my friends and neighbors. Every financial decision I make is designed to safeguard and enhance their financial well-being.”
As a CERTIFIED FINANCIAL PLANNER® professional, Ralph leverages an expansive network of attorneys and tax professionals to help provide comprehensive financial solutions. His areas of expertise include estate planning, college planning, legacy planning, tax reduction strategies, and long-term financial planning.
“Numbers are just part of the story; I enjoy building those personal connections. For me, it’s not about numbers on a spreadsheet; it’s about understanding my clients’ dreams, aspirations, and challenges. My goal is to provide comprehensive financial solutions that truly make a difference in the lives of my friends and neighbors”, says Ralph.
Kingsview Partners CEO Sean McGillivray welcomed Brooks, saying, “Ralph’s commitment to his community goes beyond financial expertise; it’s about building lasting relationships and understanding the real value in connecting with people. At Kingsview Partners, we believe in safeguarding and enhancing the financial well-being of our clients, and Ralph exemplifies that philosophy through his work and personal connections.”
Kingsview’s newest office is at 6750 Hwy 53, Suite 105, Braselton, GA 30517. Mr. Brooks can be contacted by calling 706-478-5048 or emailing rbrooksjr@kingsview.com.
by parnterwithstg | Feb 20, 2024 | general, Press Releases
Kingsview Partners today announced the addition of their newest wealth managers in Greensboro, North Carolina. Shannon Avery, AAMS®, and Kolby J. Madsen are former Edward Jones advisors who offer their clients in-depth industry experience and a deep commitment to personalized financial solutions.
Working with Kingsview allows these advisors to provide comprehensive client services, including holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
Shannon Avery, AAMS®
Partner | Wealth Manager Shannon Avery, AAMS®, holds a Business Administration and Management degree from Utah’s Western Governor’s University. She began her work in the financial field in 1993, returning to wealth management in 2016 after a long break to raise a family.
As a fiduciary, Shannon places her clients’ best interests at the forefront of her practice. “Finances often stir up strong emotions, influencing our decisions in profound ways. As someone who approaches financial matters with discipline and a steady hand, I help maintain clarity amidst the noise of emotions”, says Shannon. “My role is more than managing numbers; it’s also about providing a calming presence, offering rational guidance, and ensuring that my clients make informed decisions aligned with their long-term objectives.”
With a highly collaborative approach, Shannon builds enduring partnerships based on trust and accountability, ensuring each client receives personalized strategies aligned with their specific goals. She is particularly interested in supporting bloggers and influencers nationwide and offers tailored guidance to help them navigate fluctuating income streams, organize their finances, and mitigate tax liabilities.
Kolby J. Madsen
Partner | Wealth Manager Kolby J. Madsen operates his independent Kingsview Partners practice in Greensboro, North Carolina. With a Bachelor of Science in Biology from Utah Valley University and a desire to help others, Kolby originally began his career in medicine, but found his calling as a financial advisor.
Kolby’s analytical mindset and problem-solving skills have proven the perfect fit for his work, and he takes a personalized approach with his clients, recognizing they each have unique goals and aspirations. He works closely with his clients to develop tailored strategies that align with their objectives, whether planning for retirement, growing a business, or preserving wealth for future generations.
“I understand the importance of securing a future where our loved ones thrive,” says Kolby. “Guiding my clients towards financial stability isn’t just about numbers—it’s about ensuring that every dream we envision for our families and our future becomes a reality.”
Shannon Avery and Kolby J. Madsen can be contacted by calling 336-346-2170 or through the Kingsview Greensboro website.
