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Kingsview Partners Welcomes Wealth Manager Khoa Hoang

Kingsview Partners Welcomes Wealth Manager Khoa Hoang

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.

Kingsview Partners Welcomes Wealth Manager Ralph Brooks

Kingsview Partners Welcomes Wealth Manager Ralph Brooks

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.

Kingsview Partners Welcomes Partners | Wealth Managers Shannon Avery & Kolby J. Madsen

Kingsview Partners Welcomes Partners | Wealth Managers Shannon Avery & Kolby J. Madsen

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.

Partner | Wealth Manager L.R. Mickle Joins Kingsview Partners Myrtle Beach, S.C. Office

Partner | Wealth Manager L.R. Mickle Joins Kingsview Partners Myrtle Beach, S.C. Office

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.

Kingsview Partners Welcomes Wealth Manager Eric Caswell

Kingsview Partners Welcomes Wealth Manager Eric Caswell

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.

Kingsview Partners Welcomes Wealth Managers John Hanselman and Sally Oradei

Kingsview Partners Welcomes Wealth Managers John Hanselman and Sally Oradei

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.