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Kingsview Partners > Blog > Practice Management

Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting […]

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Kingsview Partners is pleased to welcome Richard Holmes as the new Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation. Rich had over 15 years of experience in small business management prior to joining the finance industry in […]

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