by Steven Lubrano | Oct 26, 2026 | Press Releases
Partner and Wealth Manager draws on nearly three decades of military leadership to serve clients throughout Idaho’s West Central Mountains
Kingsview Partners welcomes Michael Vineyard, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Partner, and Wealth Manager, serving clients in McCall and throughout Idaho’s West Central Mountains.
Michael brings years of financial advisory experience and nearly three decades of military service to Kingsview. His career has been defined by leadership, service, and a willingness to take on challenges others might avoid.
In 2010, a highly respected retired Edward Jones advisor warned Michael against moving his practice to McCall, Idaho. Others had tried to succeed there and failed. He believed Michael would, too.
Michael moved within weeks.
What followed was more than the growth of a financial advisory practice. Michael put down roots, built relationships, and developed a deep respect for the people and communities of Idaho’s West Central Mountains. Today, he believes that belonging to a community means accepting responsibility for its future.
That conviction extends to his approach to wealth management.
“Most people aren’t coming into a meeting thinking about legacy. They’re wondering, ‘Am I going to be okay?’ That’s the question we take seriously. The investments matter, but so does knowing the person, the family, and the life behind the plan,” said Michael Vineyard.
Through personalized financial planning, strategic advice, and investment guidance, Michael and his team work to help clients make informed decisions about their financial futures. Rather than beginning with a portfolio, they begin with the people behind it, understanding what matters most and building strategies around the lives clients want to lead.
Michael’s leadership philosophy was forged long before his move to Idaho. He entered West Point in 1995 and served nearly 27 years across the Active-Duty U.S. Army, Michigan Army National Guard, and U.S. Army Reserve. His career included deployments to Iraq and Afghanistan, national COVID-19 contingency operations, and his retirement as a lieutenant colonel in 2022.
“Michael was told he couldn’t build a practice in McCall. He went anyway, put down roots, and made service to that community part of the work. His military career taught him to lead when the stakes are high. His advisory career shows the same sense of responsibility to the people counting on him,” said Sean McGillivray, COO and President of Asset Management at Kingsview Partners.
Beyond his advisory practice, Michael has remained committed to developing leaders, supporting civic and philanthropic organizations, and strengthening the community he calls home.
He is also a proud father to his two sons, Atlas and Ullr.
Michael Vineyard serves clients in McCall and throughout Idaho’s West Central Mountains. To begin a conversation, please contact Dessa or Audrey through Kingsview Partners.
by Steven Lubrano | Oct 23, 2026 | Press Releases
Partners Combine Command-Level Leadership, Behavioral Finance, Education, and Multi-Generational Planning
Some financial practices are built around one advisor’s philosophy. Eric Rankin and Jesse Veenstra have built theirs around what happens when different strengths are allowed to challenge and sharpen each other.
Kingsview Partners is proud to welcome Partners and Wealth Managers Eric D. Rankin, AAMS®, AWMA®, and Jesse Veenstra, CFP®, CKA®, CEPA®, along with their Northwest Iowa team.
Eric has worked in financial services since 2003, advising families, farmers, business owners, and retirees through major financial decisions. Jesse, a Certified Financial Planner (CFP®) professional, brings 15 years of experience across financial services and finance education, along with years spent studying behavioral finance and the psychology behind money.
Their professional paths look very different. That is precisely the point.
Before financial services, Eric graduated from the United States Merchant Marine Academy and spent more than a decade at sea. He ultimately captained U.S. government vessels, where leadership meant accepting responsibility for people, operations, safety, and outcomes.
Jesse came through finance, lending, underwriting, and the classroom. He holds three finance degrees and continues to teach undergraduate and graduate investment and finance courses at Dordt University.
Together, they approach wealth management from two complementary directions: Eric asks whether the right people are taking responsibility for the decision. Jesse asks whether the client truly understands the decision being made.
“A good plan should answer more than, ‘Can I afford it?’” Eric said. “It should answer what this money is for, who it is meant to serve, and what the client wants it to make possible.”
Their work can span investment management, retirement planning, business and farm succession, estate and legacy planning, charitable giving, tax-aware strategies, and risk management. But both believe the technical work matters most when it helps a client move from uncertainty to action.
“The numbers matter, but behavior is where a plan gets lived out,” Jesse said. “When people understand why a strategy makes sense, they can make decisions with more confidence and stay grounded when life gets noisy.”
That philosophy extends across the broader practice. Luke Rankin, Associate Financial Advisor, supports research, analysis, workflows, and client organization. Michelle Deinken, Branch Office Administrator, brings more than two decades of experience helping clients and advisory offices keep complicated processes moving.
And despite sharing a last name, Eric and Luke are not related.
“Eric and Jesse have built a practice around two things that matter deeply: taking responsibility when decisions are consequential and making sure clients understand the path in front of them,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “That combination of experience, education, and genuine stewardship is powerful, and it is exactly the kind of team we are excited to have at Kingsview.”
For Eric and Jesse, the measure of good wealth management is ultimately not the complexity of the strategy. It is what happens next: a family retires with greater confidence, a farm or business moves successfully to another generation, generosity becomes possible, or a decision that once felt overwhelming finally feels manageable.
That is where the plan leaves the page and starts doing its real work.
by Steven Lubrano | Aug 21, 2026 | Press Releases
New Jersey Advisor Brings Over 20 Years of Experience Serving Executives, Business Owners, and Families
Kingsview Partners is proud to welcome Ty Robinson, CFP®, CEPA®, AWMA™, to the firm.
Ty operates his practice from Robbinsville, New Jersey, serving executives, corporate leaders, business owners, and families across Hamilton, Robbinsville, Princeton, and surrounding communities. With over 20 years of experience in financial services, he brings a broad planning perspective shaped by entrepreneurship, personal resilience, and a deep commitment to helping clients make thoughtful financial decisions.
A Certified Financial Planner (CFP®), CEPA®, and AWMA™, Ty earned his Bachelor’s degree in Business and Communications from Rider University and completed his CERTIFIED FINANCIAL PLANNER™ education through the College for Financial Planning. Ty is a Certified Exit Planning Advisor™ educated through the Exit Planning Institute, a designation that focuses on helping business owners create strategies for exiting their business. Before joining Kingsview, he served as Owner and President of Robinson Global Group LLC, CFO of Robinson Quality Care, and Financial Representative with Atlantic Coast Financial Group.
Ty’s approach to wealth management is rooted in the belief that financial planning should connect with the full picture of a client’s life. While many financial conversations focus first on assets and investments, Ty works to understand the people, families, businesses, and values behind each decision.
“My goal is to help clients make decisions with clarity,” said Ty Robinson. “That means understanding what they want their wealth to support, who they want it to protect, and how each piece of the plan works together over time.”
Ty’s perspective was shaped early by working alongside his grandfather, a self-made real estate investor whose work ethic and entrepreneurial success helped spark Ty’s interest in financial strategy and investing. Later, after unexpected financial challenges forced him to leave college, Ty spent years navigating hardship before completing his degree more than a decade later.
Those experiences continue to influence how he serves clients today. For Ty, wealth is about more than accumulation. It is about creating stability, flexibility, and long-term opportunity through a coordinated plan.
“Ty brings a rare combination of technical planning knowledge and real-life perspective,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “He understands the weight behind major financial decisions, especially for business owners and families with complex priorities. We are very happy to have him aboard and excited for what he brings to Kingsview.”
Ty also values collaboration with each client’s broader advisory team, including CPAs, attorneys, business bankers, and family consultants. His mission is to help clients “Make Good Choices,” decisions that reflect their priorities, protect what they have built, and help shape a meaningful future.
Outside of work, Ty lives in Hamilton, NJ, with his wife, Veronica, and their two children, Maxmillian and Kadance. He enjoys spending time outdoors, bike riding, reading, listening to music, and being with friends and family.
Ty Robinson serves clients from Kingsview’s Robbinsville-area office and can be reached directly by calling (609) 558-5178 or through the Kingsview website.
by Steven Lubrano | Jun 26, 2026 | Press Releases
Bozeman-Based Advisor Brings Deep Montana Roots and Business-Owner Experience to the Firm
Kingsview Partners is proud to welcome Kris Kumlien, CEPA®, to the firm.
Kris operates his advisory practice from Bozeman, Montana, serving clients, families, and business owners throughout the Gallatin Valley and surrounding communities. A Bozeman native, Kris brings more than a decade of industry experience, a strong foundation in finance and economics, and a client-centered approach shaped by both financial planning and real-world business ownership.
He earned two bachelor’s degrees, in finance and economics, from Montana State University, graduating with highest honors in 2006. After college, Kris was recruited for a career in investment banking before returning home to help restore his family’s former business, Montana Troutfitters. After helping lead a successful turnaround and eventual sale of the business, he joined Edward Jones in 2012 and began building an advisory practice rooted in long-term relationships and personal service.
For Kris, financial advice is most valuable when it helps people make better decisions about the lives they are already working hard to build. His process begins with understanding where clients are financially, where they want to go, and which risks or blind spots may need attention along the way.
“I have always believed this work is about stewardship,” said Kris Kumlien. “Clients trust us with the financial pieces of their lives that often connect to family, work, legacy, and independence. My role is to help them make thoughtful decisions and feel supported as life changes.”
Kris also brings a specialized perspective to business owners as a Certified Exit Planning Advisor® professional. His own experience helping turn around and sell a family business gives him firsthand insight into the complexity of business transitions, including timing, valuation, family priorities, and the financial planning that follows a sale.
“Kris brings the kind of grounded perspective that clients can feel right away,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “He understands business owners because he has lived that experience, and he understands his community because he has spent his life investing in it. We are thrilled to welcome him to Kingsview.”
Outside of work, Kris and his wife, Andrea, are raising four children in Bozeman. He enjoys fly fishing, hiking, hunting, camping, traveling, photography, and serving on local community boards. His connection to Montana remains central to both his personal life and his work with clients.
Kris Kumlien serves clients from Kingsview’s Bozeman office and can be reached directly by calling (406) 389-9900 or through the Kingsview website.
by Steven Lubrano | May 19, 2026 | Press Releases
Advisor Serving Clients from Roanoke, Virginia
Kingsview Partners is proud to welcome Tommy Bryant, CEPA®, AAMS®, to the firm.
Tommy operates his practice from Roanoke, Virginia, where he serves clients throughout the region and beyond. Originally from Lynchburg, Virginia, Tommy has called Roanoke home for the past 10 years and brings 11 years of financial industry experience to his work with individuals, families, and business owners.
Before becoming a financial advisor, Tommy owned a business and worked as a music teacher, experiences that helped shape his practical, relationship-driven approach to helping clients pursue their personal and financial goals. He earned his bachelor’s degree through the University of Mary Washington in Fredericksburg, Virginia, and Maharishi International University in Fairfield, Iowa, and completed graduate coursework for CFP® studies in Charlottesville, Virginia.
For Tommy, financial planning begins with understanding what matters most to each client. He takes time to learn about their priorities, concerns, and full financial picture so he can help them build a plan that feels aligned with their life.
“I enjoy getting deep into a client’s financial world so we can build a plan around what they truly care about,” said Tommy Bryant. “The goal is to help them make decisions with clarity, stay aligned with their plan, and feel prepared for whatever life brings.”
Tommy has helped hundreds of clients over the past decade prepare for retirement and move through important financial transitions. His work includes a particular focus on business owners, including exit and succession planning for those whose business may be their primary asset.
As a Certified Exit Planning Advisor (CEPA®), Tommy helps business owners think through the financial, personal, and strategic considerations that come with preparing for the next chapter. His approach centers on helping clients understand their options, protect what they have built, and make decisions that support both their business and personal goals.
“We are thrilled to welcome Tommy aboard Kingsview,” said Sean McGillivray, Chief Operating Officer & President of Asset Management at Kingsview Partners. “His path to this profession gives him a perspective clients can feel, and his experience as a business owner brings a practical understanding of the decisions families and entrepreneurs face when planning for the future.”
Outside of work, Tommy enjoys woodworking, playing music, live shows, comedy, and spending time with his wife, Kailey, along with their dog, Buffy, and cat, Tails. Those creative outlets reflect much of what Tommy brings to his work: patience, attention to detail, and an appreciation for building something meaningful over time.
Tommy Bryant serves clients from Kingsview’s Roanoke-area office and can be reached directly by calling (540) 541-8441 or through the Kingsview website.
