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.
by parnterwithstg | Nov 1, 2023 | general, Press Releases
Myrtle Beach Office Bolsters Its Strong Local Presence With Additional Expertise
Kingsview Partners announced today that Partner | Wealth Manager L.R. Mickle has joined their Myrtle Beach, South Carolina office. Originally from Pawleys Island, South Carolina, L.R. has twelve years of industry experience and holds a Bachelor of Arts degree in Communication and a specialization in Corporate Communication from the College of Charleston.
L.R.’s wealth management philosophy centers on educating clients during market fluctuations, building lifelong relationships, and providing exceptional customer service. He has emphasized the importance of continuous learning and professional development throughout his career. “I believe in the ripple effect of knowledge. My ultimate purpose in learning is to be able to pass information forward and help others achieve financial success.”
L.R. currently maintains the Series 65 license along with health and life Insurance licenses for the state of South Carolina. He also previously held Series 6, Series 7 and Series 63 licenses.
“The most gratifying aspect of my work is knowing that what I do has a positive impact. I chose this profession because I want to help people, and I’m grateful to be able to do that every day.”, says L.R. Kingsview’s independent platform means L.R. can provide comprehensive wealth management services, including personal financial guidance, custom financial planning, expert portfolio management, clear performance reporting, and collaboration with tax and legal experts.
L.R.’s office is at 2513 North Oak St., Suite 201, Myrtle Beach, S.C. 29577. He can be reached by calling 843.310.3917 or by email at lmickle@kingsview.com.
by parnterwithstg | Sep 11, 2023 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Lubbock, Texas
Kingsview Partners today announced the opening of their newest office in Lubbock, Texas. Partner | Wealth Manager Eric Caswell is a former Edward Jones advisor with over two decades of experience.
Eric earned his Bachelor of Business Administration (BBA) from Texas Tech University in 1999, where he also played for the Texas Tech Football team. After college, he returned to his hometown of Brownfield, Texas and worked for his family’s farming and ranching business. This hands-on experience allowed him to gain a unique understanding of the correlation between prudent financial planning and the realization of long-term goals.
Eric joined Edward Jones in 2001, working there for 22 years before joining Kingsview Partners. “Life is a constant evolution, and so is the financial industry.”, says Eric. “Making the move to Kingsview’s independent platform allows me to act as a true fiduciary, which aligns with my personal philosophy that the client’s best interest always comes first.”
Throughout his tenure, Eric has provided uncompromising support and guidance to his clients, forging lasting relationships based on trust and integrity. His dedication to helping clients realize their financial goals, whether it be education planning, estate considerations, or retirement strategies, has been instrumental in their success.
Eric has had the privilege of serving clients nationwide, giving him insight into tailoring financial strategies to meet diverse needs. He firmly believes that understanding each client’s aspirations and challenges is key to providing effective financial guidance. “In my years of service, I’ve seen firsthand that the journey to financial security is a personal one, and I’m here to walk that path alongside my clients.”
“We’re pleased to welcome Eric to Kingsview Partners,” says CEO Sean McGillivray. “His wealth of experience and distinctive insights perfectly align with Kingsview’s mission of providing our clients with personalized guidance and an elevated standard of service.
Kingsview’s newest office is at 4017 112th Street, Lubbock, Texas, 79423. Eric can be contacted at 806-696-4448 or by email at ecaswell@kingsview.com.
by parnterwithstg | Sep 8, 2023 | general, Press Releases
Kingsview Partners Welcomes Wealth Managers Sally Oradei and John Hanselman
Former Wells Fargo Advisors Open Kingsview Partners Office in Roseville, Minnesota
Kingsview Partners today announced the opening of their newest office in Roseville, Minnesota. Former Wells Fargo advisors Sally Oradei and John Hanselman join Kingsview with nearly 50 years of combined experience helping clients achieve their financial goals.
“Sally and John’s distinguished track records and dedication to delivering the highest level of service make them an excellent fit with Kingsview Partners, and we’re very pleased to welcome them to our team. Their expertise will help fortify Kingsview’s commitment to exceptional performance and client satisfaction as we move forward.”, says Sean McGillivray, Kingsview Partners CEO.
One of the defining aspects that attracted both advisors to Kingsview Partners is the firm’s unwavering commitment to acting as fiduciaries. “Our clients’ financial well-being has always been paramount,” says Oradei. “Kingsview’s dedication to prioritizing clients’ needs aligns perfectly with our values.”
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.
Sally Oradei
Originally from Madison, Sally Oradai attended the University of Wisconsin and earned a BA in Communications. During this time, she became aware of her inherent talent for personal connection, and her academic background translates seamlessly into her role as a Wealth Manager. The skills she honed during her studies, such as active listening, are invaluable, because financial matters are deeply personal and often evoke emotions tied to goals, dreams, and concerns. Sally does more than just manage money; she becomes a confidant who genuinely cares about her clients’ well-being and success.
Sally’s emphasis on education and empowerment resonates with her clients. “Most of my clients come from referrals,” says Sally. “I believe that’s because I work to empower my clients with the knowledge and understanding that is key to their financial success. I aim to keep us on the same page, working together toward their goals and making informed decisions that align with their unique financial journeys.”
See Sally’s full bio here.
John Hanselman, CFP®
Born and raised in the heartland of Iowa, John Hanselman pursued his education at the University of Northern Iowa, where he earned a Bachelor’s in Finance. He embarked on his career as an advisor with Dean Witter in 1999, later moving to Wells Fargo in 2015 and spending eight years there before joining Kingsview Partners. Throughout his professional journey, John has witnessed significant market shifts and has developed a keen ability to adapt strategies that meet his clients’ evolving needs.
He takes particular interest and enjoyment in hearing about clients’ experiences and adventures during their retirement years. “Hearing the stories of exploration, newfound passions, and the joy they experience in this new chapter of life is incredibly rewarding. It reminds me of the true impact of my work and motivates me to continue guiding others towards their own extraordinary retirement adventures.”
See John’s full bio here.
Kingsview’s Roseville office is located at 2355 Highway 36 West, Suite 400, Roseville, Minnesota 55113. Please visit Kingsview.com for more information.
by Paul Arancio | Jul 20, 2023 | general, Press Releases
Former Edward Jones Advisors Open Kingsview Partners Office in Amarillo, Texas
Kingsview Partners today announced the opening of their newest office in Amarillo, Texas. Former Edward Jones advisors Kent Bowen, Ashby Dawson, and Trevin Bowen are independent wealth managers who will work out of the same centralized location.
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.
“Kent, Ashby and Trevin bring vast knowledge and experience to Kingsview Partners, and we couldn’t be more pleased to welcome these wealth managers,” says Kingsview CEO Sean McGillivray. “Their focus on cultivating strong relationships aligns perfectly with the Kingsview mission of elevating the standard of service within our industry.”
Kent Bowen, CFP®, AAMS®
Growing up on a farm near Roswell, New Mexico, Kent was raised with a strong work ethic and moral code he has adhered to throughout his life. “I understand the value of hard work and want to be sure that people see the fruits of their labor,” says Kent. “I am blessed to have a career that allows me to help people meet their goals, and I get to be a part of their life.”
Kent comes to Kingsview with 24 years of experience and works with aselect group of very successful individuals, business owners and professionals who aspire to have a work-optional lifestyle. His practice uses a consultative process to identify clients’ current positions, where they want to go, and any potential stumbling blocks to getting there.
This process involves three steps to determine a client’s best interest. “First, if we do a review and you’re already working with another financial advisor who is doing a great job, I might recommend you stay put. Second, if we identify some gaps in your situation that demonstrate that we are a good fit for each other, I might invite you to be part of our family of clients. Third, if I think you need a change, but I’m not the right fit for your situation, I would personally recommend a financial advisor who I believe might be.”
See Kent’s full bio here.
Ashby Dawson, CFP®, AAMS®
Ashby joins Kingsview with 15 years of experience, and her personal measure of success is knowing her clients are poised to meet their goals and protect themselves from life’s many uncertainties. “I love to watch people flourish,” says Ashby, “and I think well-laid plans build bright outcomes. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.”
Ashby attended Hardin-Simmons University and graduated with a BA in Finance. She holds credentials as a CFP® (Certified Financial Planner™) and AAMS™ (Accredited Asset Management Specialist™). She has also been featured in Forbes as a Top Women Wealth Advisors Best-In-State and Top Next-Gen Wealth Advisors Best-in-State.
Ashby’s purpose is to help her clients feel confident, connected and in control of their financial lives. Her exacting and thorough nature allows her to walk alongside clients with creative and strategic solutions. “Always acting in the best interest of my clients as a true fiduciary brings me the greatest satisfaction. It also allows us to sit on the same side of the table when making important decisions.”
See Ashby’s full bio here.
Trevin Bowen, AAMS®
Trevin was born and raised in Amarillo and attended West Texas A&M, graduating with a Bachelor’s in Finance. He knew early on that he enjoyed helping others, and after discovering an aptitude for communication and analytics, Wealth Management became a clear professional path.
Trevin comes to Kingsview with five years of experience, and believes strong relationships are critical in supporting clients throughout their financial journey. “I love getting to know people’s stories and successes. It’s a privilege to share special moments and memories, and to be a part of something important to them.”
This philosophy holds true for Trevin in many different respects. “What makes me feel good and fulfilled is helping people. I love to give my time and experience not only in the finance world, but outside it, too. Lending a hand can come in many forms. It could be setting up a client for social security or helping a neighbor build a fence.”
See Trevin’s full bio here.
Kingsview’s Amarillo office is located at 6900 W., Interstate 40, Suite 150, Amarillo, TX 79106. Please visit Kingsview.com for more information.
by parnterwithstg | Jul 3, 2023 | general, Press Releases
Former Raymond James Advisor Opens Kingsview Partners Office in Lancaster, Pennsylvania
Kingsview Partners today announced the opening of their newest office in Lancaster, Pennsylvania.
Partner | Wealth Manager Harold Wenger, Jr. is a highly experienced financial professional with over four decades of dedicated service to his clients specializing in comprehensive financial solutions, including retirement income planning, portfolio management, wealth preservation, and estate planning.
Originally from Chambersburg, Pennsylvania, Harold graduated cum laude from Franklin & Marshall College with a Bachelor of Arts degree in government. Throughout his career, he has remained dedicated to continuous learning and professional growth, staying up-to-date with the latest trends and developments in the financial industry.
Before becoming a Partner | Wealth Manager with Kingsview, Harold’s storied career included financial leadership positions that equipped him with a deep understanding of investment management and wealth management strategies. Before creating Wenger Wealth in 2015, he served as Senior Vice President and Investment Officer at Wells Fargo for over 14 years and Senior Vice President at Smith Barney for ten years, also gaining experience as an Associate Vice President with Prudential Securities. His extensive industry knowledge and expertise have been honed over the years, enabling him to navigate clients through various market conditions.
“We are pleased to welcome Harold Wenger, Jr. to Kingsview Partners,” says Sean McGillivray, Kingsview Partners CEO. “His remarkable career and dedication make him an invaluable addition to our team, and his wealth management strategies will further empower investors to make informed financial decisions.”
Harold’s approach is grounded in the belief that knowledge is transformative. He works closely with his clients, taking the time to understand their personal context and learning about their short and long-term goals and aspirations. This collaboration allows him to create tailored strategies that help minimize risks and stress while empowering clients to enjoy their wealth and live fulfilling lives.
“Years of experience have taught me that successful wealth management goes beyond numbers; it’s about understanding my clients’ unique circumstances and delivering solutions that fit their needs. I view my role as a financial advisor not only as a guide but also as an educator who provides people with the knowledge they need to make confident financial decisions.”, says Harold. “In my client relationships, everything flows from the planning process, including investments.”
Kingsview’s newest office is at 600 Eden Road, Building I, Lancaster, PA, 17601. Mr. Wenger can be contacted by calling (717) 208.6473 or emailing HWengerJr@kingsview.com.
