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.
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.
