by Paul Arancio | Mar 4, 2025 | Press Releases
Your New Goals-Based Wealth Manager
We are thrilled to introduce Sara Provines, the newest member of the Kingsview Partners Fort Wayne team. Sara brings a wealth of experience and a passion for goal-based investment that aligns perfectly with our mission to help clients achieve their financial objectives.
Sara’s approach to financial planning is rooted in the belief that every investor’s journey is unique. She excels at translating your personal aspirations into actionable, measurable financial goals. By leveraging our tactical goals-based investment strategies, Sara crafts personalized investment plans that aim to deliver successful financial outcomes aligned with your specific life objectives.
With her background in psychology and years of experience in financial planning, Sara brings a holistic perspective to wealth management. She understands that true financial success is about more than just numbers – it’s about realizing your dreams and securing your future.
“In the world of investing, one size does not fit all”, says Sara. My mission is to understand not just your financial status, but your aspirations, fears, and dreams. By integrating Volume Factor’s innovative strategies with your personal goals, we create a roadmap that’s uniquely yours. Whether you’re planning for retirement, saving for a child’s education, or looking to leave a legacy, I’m here to ensure your investments are working towards your specific objectives.”
When not crafting personalized financial strategies, Sara enjoys exploring the great outdoors, particularly in Northern Michigan. Her love for adventure – whether snowmobiling in winter or fishing in summer – mirrors her approach to financial planning: embracing new challenges with enthusiasm and careful preparation.
Sara’s office is located at 10431 Illinois Rd Fort Wayne, Indiana 46814. She can be contacted by calling (260) 264-0096 or emailing sprovines@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. 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 Paul Arancio | Jan 30, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in London, OH
Kingsview Partners announced today the opening of their newest office in London, Ohio. Greg King brings over 35 years of financial services experience to his new independent Kingsview Partners practice. As financial advisor Greg assists clients in achieving their financial and retirement goals through recommending appropriate solutions. He stresses the importance of building relationships with clients and their families and sees each relationship as an opportunity to help people improve and reach their goals.
Greg earned an associate’s degree in accounting from Columbus State Community College, demonstrating a strong foundation in financial principles and analysis. Before transitioning to his successful career as a financial advisor, Greg honed his leadership and financial proficiency through key roles, including an Accountant at Ohio Laborers Fringe Benefit, where he gained invaluable experience in financial management and organizational operations. “My approach to working with clients is personal relationships,” says Greg. “I meet with clients at their homes sitting at the kitchen table as well as my office”
Kingsview Partners CEO Sean McGillivray welcomed Greg, saying, “We’re excited to welcome Greg to Kingsview Partners. His perspective aligns seamlessly with our dedication to providing top-tier financial solutions.”
Kingsview’s newest office is at 30 S Oak St., Suite B, London, OH 43140. Mr. King can be contacted by calling (614) 629-9500 or emailing gking@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 Steven Lubrano | Sep 13, 2024 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Martinsville, Virginia
Kingsview Partners announced today the opening of their newest office in Martinsville, Virginia. Michael Gourley, AAMS® brings over 15 years of financial services experience to his new independent Kingsview Partners practice. With an abundance of experience in the financial industry, he understands the importance of tailoring plans to fit each client’s unique circumstances. Michael is committed to building long-term relationships, ensuring that his clients feel supported every step of the way. Prior to his time as a financial advisor, Michael served as a Sergeant in the United States Marine Corps, demonstrating leadership and dedication that continue to influence his work today.
As an Accredited Asset Management Specialist (AAMS®), Michael has a passion for helping clients achieve their financial goals, guiding them with personalized strategies and advice. His dedication to their financial well-being drives him to continually seek the best solutions for their needs. “I have always loved helping people financially and assisting my clients in achieving their goals,” says Michael.
Kingsview Partners CEO Sean McGillivray welcomed Michael, saying, “We’re thrilled to have Michael join Kingsview Partners. His vision is a perfect match for our firm’s commitment to delivering high-quality financial solutions.”
Kingsview’s newest office is at 156 East Market Street, 1st Floor, Martinsville, VA 24112. Mr. Gourley can be contacted by calling (276) 201-1200 or emailing mgourley@kingsview.com.
