by Steven Lubrano | Jan 16, 2026 | Press Releases
Advisor Serving Clients Nationwide from Wayne, Pennsylvania
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Leon Shelton, CFP®, CPWA®, who operates his advisory practice out of Wayne, Pennsylvania, serving clients nationwide. Leon brings a rare blend of scientific training, strategic discipline, and long-view thinking to his work, helping clients navigate complex financial decisions with clarity and intention.
Born and raised in Bloomington, Indiana, Leon earned a Bachelor of Science in Biochemistry from Indiana University before beginning his career as a financial advisor in 2011. Prior to entering wealth management, he spent more than a decade as a sustainability and environmental consultant, working directly with manufacturing leadership teams to implement responsible practices that saved companies millions of dollars. While the work delivered measurable impact, Leon felt drawn toward a more personal mission — helping individuals and families directly shape their futures.
That calling ultimately led him to financial advising, where success is measured not only in outcomes, but in lives changed. Today, Leon works primarily with biotechnology and pharmaceutical executives, helping them design comprehensive wealth management strategies that reflect their goals, values, and lifestyles. His approach emphasizes coordination and foresight — working closely with CPAs, attorneys, and other trusted professionals to ensure each element of a client’s financial life moves in sync.
Drawing inspiration from endurance cycling, Leon believes financial success is built through discipline, balance, and intentional direction rather than speed or shortcuts. Each client’s plan reflects their personal cadence, accounting for equity compensation, tax strategy, family priorities, and evolving life goals, while remaining resilient through changing market and personal conditions.
“My role is part navigator, part coach,” Leon explains. “I help clients stay on course through complexity, uncertainty, and change — so their strategy supports both long-term goals and peace of mind.”
Outside the office, Leon lives in Wayne with his wife, Catherine. He is the proud father of two adult children, David and Elsa, a son-in-law, Nicholas, and a newborn grandson, Dane. An avid cyclist, Leon serves as Ride Director for the West Chester Cycling Club and remains active in his church and local community.
Whether on the road or in his professional life, Leon believes life rewards those who are intentional about where they’re headed — and who value the people they travel alongside.
“Leon has a unique ability to bring structure and calm to highly complex financial situations,” says Kingsview COO & President of Asset Management, Sean McGillivray. “His background, discipline, and collaborative mindset allow him to guide sophisticated clients with clarity while keeping their long-term priorities firmly in focus.”
Leon Shelton serves clients nationwide from Kingsview’s Wayne, Pennsylvania, office and can be reached by calling (610) 810-0444 or through the Kingsview website.
by Steven Lubrano | Jan 9, 2026 | Press Releases
Advisor Serving Clients Nationwide from Montgomery, Texas
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Brian Gremminger, AAMS®, who operates his advisory practice out of Montgomery, Texas, serving clients across the United States. Brian brings more than 15 years of experience to his work and is known for a disciplined, relationship-driven approach shaped by some of the most challenging market environments in modern history.
Brian began his career as a financial advisor in January 2009 — just before the bottom of the global financial crisis and one month after marrying his wife, Nicole. Entering the profession during a period of extreme uncertainty helped shape his philosophy early on, as he found purpose in counseling and encouraging investors through volatility. Since then, Brian has focused on delivering personalized, relationship-driven financial guidance rooted in care and diligence. He believes clients who have worked hard to build their wealth deserve thoughtful strategies that emphasize tax efficiency, safety, and dependable outcomes. His disciplined approach centers on protecting long-term financial security — particularly during periods of market stress — by maintaining conservative reserves, avoiding unnecessary liquidation of equities, and building flexibility into each income plan.
“The goal is to help clients stay confident and focused, even when markets are unsettled,” Brian explains. “By building plans that balance growth, protection, and flexibility, we can help people move forward without reacting emotionally to short-term noise.”
Outside the office, Brian is deeply committed to family and community. He and Nicole are raising their two sons, Matthew and Wyatt, and stay actively involved in their interests — from soccer and baseball to 4-H shooting sports and outdoor activities. Brian is also a collector of classic automobiles and an NSCA competitive marksman.
An active supporter of his church, local schools, and community nonprofits, Brian gives back through organizations such as the Montgomery County Food Bank and Meals on Wheels. Whether working with clients, spending time with family, or supporting his community, he brings the same values of discipline, integrity, and care to everything he does.
“Brian brings a disciplined, client-first mindset to every plan he builds,” says Kingsview COO & President of Asset Management, Sean McGillivray. “His focus on consistency, risk-aware strategy, and high-touch guidance aligns strongly with the experience we want clients to have at Kingsview.”
Brian Gremminger serves clients nationwide from Kingsview’s Montgomery, Texas, office and can be reached by calling 936-385-0777 or through the Kingsview website.
by Steven Lubrano | Dec 5, 2025 | Press Releases
Advisor Serving Clients Throughout West Liberty, Bellefontaine, and the Greater Logan County Region
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Colton T. Lowry, who operates his independent advisory practice across West Liberty, Bellefontaine, and the greater Logan County area. A native of West Liberty and a graduate of Miami University with a Bachelor’s Degree in Finance, Colton has spent more than a decade helping families make confident, values-aligned financial decisions.
Colton’s career in financial services began in 2013, but the foundation of his advisory style started long before that — grounded in small-town roots, strong family connections, and a belief that clarity is born from genuine understanding. Clients describe him as approachable, steady, and deeply committed to simplifying complex financial conversations so families can move forward with confidence.
He approaches every plan with one priority: connection. Colton works closely with clients to ensure each near-term and long-term decision fits into a cohesive strategy tailored to their goals, values, and vision for the future.
“I find purpose in helping people make sound decisions that align with what truly matters to them,” Colton shares. “It’s about trust, transparency, and building a plan that lasts.”
Beyond the office, Colton is rooted in the Bellefontaine community, where he lives with his wife, Renee, and their children, Sophia and Brady Marker. He’s an avid fly fisherman, traveler, and reader who never turns down time with family and friends. Colton also stays active in local sports, supporting area teams and golf outings throughout Logan County — continuing the lifelong connection to the place he calls home.
“An excellent individual and fantastic advisor,” says Kingsview COO, Sean McGillivray. “His ability to understand what families truly value and then design strategies that reflect those priorities are just some of the many reasons why Colton is an exceptional fit for Kingsview and the communities he serves.”
Colton T. Lowry serves clients from Kingsview’s West Liberty and Bellefontaine offices and can be reached by calling (937) 595-4555 or through the Kingsview website.
by Steven Lubrano | Oct 24, 2025 | Press Releases
Advisor Serving Clients Across Long Grove, Buffalo Grove, and the Greater Lake County Region
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Ryan S. Birch, CFP®, who operates his independent advisory practice out of Long Grove and Buffalo Grove, Illinois. With more than two decades of industry experience, Ryan is known for his depth of insight, thoughtful planning approach, and unwavering commitment to client success.
Originally from Valparaiso, Indiana, Ryan earned his degree from Indiana University’s Kelley School of Business, where he pursued a double major in Information Systems and Management, along with a minor in International Studies. His academic foundation — combining analytical rigor with a global outlook — laid the groundwork for a career defined by strategic thinking and client-focused innovation.
Over the past 23 years, Ryan has served clients across market cycles and life stages, with a special focus on helping families navigate key financial transitions. His practice spans retirement planning, estate strategy, college savings, insurance design, and multi-generational wealth coordination — all delivered through a “small family office” model that centralizes and simplifies complex financial lives.
Ryan takes pride in acting as a financial quarterback, aligning investments, risk strategies, tax planning, and legacy goals into a cohesive framework. “It’s easy to overlook how one decision in isolation can create ripple effects elsewhere,” Ryan explains. “My role is to ensure everything works together — and to help clients avoid the costly missteps that can derail long-term progress.”
That mindset extends beyond client portfolios. In addition to building a successful practice, Ryan has played an instrumental role in advisor development throughout Lake County, mentoring dozens of new professionals and leading acquisition and growth initiatives that have expanded Kingsview’s regional presence.
Away from the office, Ryan is a devoted husband and father. He and his wife, Christine, enjoy an active life with their two children, Ellie and Henry — whether golfing together, skiing in the winter, or waterskiing during Chicago’s brief but beautiful summers. A history and business enthusiast, Ryan is also deeply involved in his community, lending time and energy to charitable causes and service through the local Rotary Club.
“Ryan brings a rare blend of technical acumen, leadership, and relational depth,” says Kingsview Chairman & CEO, Josh Lewis. “He embodies the kind of trusted, forward-thinking guidance that makes a lasting impact on families — and on the advisory profession as a whole.”
Ryan Birch serves clients from Kingsview’s Long Grove / Buffalo Grove offices and can be reached by calling (847) 999-3444 or through the Kingsview website.
by Steven Lubrano | Sep 26, 2025 | Press Releases
Advisor Serving Clients Across Southeast Michigan from Canton, Michigan
Kingsview Partners is proud to welcome Partner and Wealth Manager Robert Young, MBA, CFP®, who operates his independent practice from Canton, Michigan, serving families and business owners throughout Southeast Michigan and beyond.
Raised in the small farming community of Carleton, Robert combines the discipline of his engineering background with the strategic vision of financial planning. After earning his bachelor’s degree in engineering in 2005, he went on to complete his MBA in 2013 and later achieved the CFP® designation in 2024. This rare blend of technical expertise and financial training allows him to guide clients with both precision and perspective.
Robert views every financial plan as a unique puzzle — one that requires balancing long-term vision with today’s realities. Clients know him as a steady problem-solver who cuts through complexity, surfaces hidden opportunities, and coordinates seamlessly with CPAs, estate attorneys, and insurance professionals to ensure all aspects of wealth are aligned.
“I enjoy partnering with clients to help them clarify their goals and then build strategies that reflect their values and priorities,” Robert says. “Watching those plans take shape over time is one of the most rewarding parts of my work.”
Outside the office, Robert and his wife, Ashley, are busy raising their three children: Adalynn, Mason, and Emmie. He takes an active role in their activities, from hockey to art, and treasures family travel experiences that open new perspectives for all of them. A lifelong aviation enthusiast, Robert also pursues his passion for flying — whether fixed-wing or rotor-wing — and enjoys fly fishing, building and flying radio-controlled aircraft, and playing hockey alongside his son.
“Robert brings a problem-solver’s discipline and a partner’s mindset to his work,” says Kingsview Chairman & CEO, Josh Lewis. “That combination of technical strength and personal dedication reflects exactly what we want Kingsview to represent.”
Robert Young serves clients from Kingsview’s Canton, Michigan, office and can be reached by calling (734) 253-0111 or through the Kingsview website.
