by Steven Lubrano | Sep 26, 2025 | Press Releases
Advisor Serving Clients Across the Great Lakes Bay Region from Midland, Michigan
Kingsview Partners is proud to welcome Partner and Wealth Manager Doug Cellini, CFP®, who operates his independent practice from Midland, Michigan, serving families and professionals across the Great Lakes Bay Region.
Doug’s path to wealth management began in the classroom. After graduating from Central Michigan University in 2012, he moved to Midland and started his career as a local high school science teacher and coach. That educator’s mindset continues to shape his advisory style today — simplifying complex concepts, meeting clients where they are, and guiding them with the patience of a teacher and the heart of a coach.
His transition into financial services came after experiencing poor advice himself, an event that inspired his commitment to ensuring others never feel left in the dark. Doug is known for his ability to connect deeply with clients, listen carefully, and craft strategies that feel both accessible and empowering.
Rooted in his Christian faith, Doug sees his mission as more than numbers and portfolios. He works to help families, professionals, and business owners make confident, values-aligned decisions about their money, their futures, and their legacies.
“I see my role as both an advisor and a teacher — helping clients understand their options, make informed decisions, and move forward with clarity and confidence,” Doug shares.
Outside the office, Doug and his wife, Tracy, are busy raising their five children: Karson, Bonnie, Julie, Audrey, and Tom. He also serves as an assistant varsity football coach, plays tennis, and enjoys summer days on the lake pulling his kids on tubes. A lifelong Detroit sports fan, Doug especially loves cheering for the Lions.
“Doug brings an educator’s heart and a servant-minded approach to wealth management,” says Kingsview Chairman & CEO, Josh Lewis. “That combination of technical skill, personal connection, and values-based guidance makes him a strong fit for Kingsview.”
Doug Cellini serves clients from Kingsview’s Midland, Michigan, office and can be reached by calling (989) 214-4444 or through the Kingsview website.
by Steven Lubrano | Aug 8, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Powell, Ohio
Kingsview Partners is proud to welcome Partner and Wealth Manager Terry Hoppmann, AAMS®, who operates his independent practice from Powell, Ohio, serving clients throughout the Midwest and beyond. Terry brings more than two decades of financial advisory experience to Kingsview, guiding families, executives, and business owners through every stage of their financial lives.
Terry began his financial advisory career in 2002 after an accomplished run as an executive with a Fortune 100 company. This corporate experience gave him valuable insight into the complex financial needs of business leaders and their families. Known for his problem-solving mindset and disciplined approach, Terry helps clients bring order to financial complexity by balancing short- and long-term goals, market dynamics, and evolving personal circumstances.
In 2025, Terry was recognized by Forbes as one of Ohio’s Best-in-State Wealth Advisors — his fourth consecutive year earning this distinction. He attributes this honor to the trust placed in him by his clients and the unwavering support of his branch team.
A University of Iowa Hawkeye, Terry bleeds black and gold. He combines time-tested investing principles with a forward-focused mindset, always researching new tools and strategies to deliver better outcomes. Clients rely on him for steady guidance rooted in long-term relationships and a deep commitment to helping them build the futures they envision.
Outside the office, Terry and his wife, Michelle, share a love of music and serve their community through the Columbus Symphony Orchestra, where Terry is a trustee. They enjoy fishing, hunting, playing games, and spending time with their three children: Wes, Quin, and Jaylee.
“Terry represents the very best of what we look for in a partner,” says Kingsview Partners Chairman & CEO, Josh Lewis. “His reputation for integrity and the trust he’s earned in his community reflect exactly what we want Kingsview to stand for.”
Terry Hoppmann serves clients from Kingsview’s Powell, Ohio, office and can be reached by calling (614) 618-8222 or through the Kingsview website.
*Forbes Best-In-State Wealth Advisors in OH in 2025, 2024, 2023 and 2022, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
by Steven Lubrano | Jul 25, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Mountain Home, AR
Kingsview Partners proudly announces the opening of their newest independent office in Mountain Home, AR, led by Partner and Wealth Manager Andy Farmer, AAMS®. Andy, a former Edward Jones advisor, brings over 20 years of financial experience to the Kingsview platform.
Andy began his financial advisory career in 2002 and has since become known for his straightforward, disciplined approach to wealth management. He specializes in comprehensive financial planning, retirement income strategies, and multigenerational wealth guidance. Clients value his clear communication style, his sincere approach, and the confidence that comes from working with a professional they can trust.
A U.S. Marine Corps veteran, Andy served as an infantry Marine and a distinguished member of the Marine Corps Silent Drill Platoon, with assignments that took him from Washington D.C. to Hawaii and Japan. That same spirit of service guides his practice today. “I chose my profession because I love serving my clients,” says Andy. “I get to be their teacher, their coach, and their voice of reason.”
In 2006, Andy planted roots in Mountain Home and has proudly called it home ever since. He now joins Kingsview’s independent platform to better serve the community he cares so deeply about. His decision to partner with Kingsview reflects a shared commitment to fiduciary standards, transparent planning, and a client-first philosophy.
In 2024, Andy’s practice became a family affair when his son, Zach — also a proud Marine — joined the team. Together, they bring shared values of integrity, discipline, and service to clients and their families.
“We’re honored to welcome Andy Farmer to Kingsview Partners,” says Kingsview CEO, Sean McGillivray. “His dedication to doing right by his clients and building generational relationships is exactly what we stand for as a firm.”
Kingsview’s newest office is located in Mountain Home, AR. Mr. Farmer can be reached by calling him at (870) 232-6800 or emailing AFarmer@kingsview.com.
by Steven Lubrano | Jun 27, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Steubenville, OH
Kingsview Partners proudly announces the opening of their newest independent office near Steubenville, Ohio, led by Partner and Wealth Manager Paul Sweeney II, AAMS®. A Steubenville native, Paul brings over 11 years of financial experience to the Kingsview platform, along with a remarkable background in both military service and commercial construction.
Before entering the financial services industry, Paul served as an infantry sniper in the U.S. Army with a deployment to Afghanistan. His military career taught him discipline, focus, and responsibility—traits that continue to shape his approach to client service today. After returning home, he transitioned into a role as a senior project manager, overseeing large-scale commercial construction projects. But a deeper calling led him elsewhere.
“When I was deployed, I started thinking about whether I had truly made an impact,” Paul says. “Through prayer and reflection, I came home with a conviction: I wanted to help people gain control of their lives—starting with their finances.”
Today, Paul specializes in retirement-focused financial planning and comprehensive wealth management. He works with individuals and families who have built significant assets and are looking for a steady partner to help them transition into and through retirement. His planning process centers on structure, education, and peace of mind—addressing fear and uncertainty with clarity and care.
“I get to watch clients go from stressed and overwhelmed to confident and excited,” Paul says. “It’s deeply rewarding to see that spark return to their lives once they feel they’re in control and supported.”
Paul holds both his bachelor’s and master’s degrees from Kent State University. Outside the office, his world revolves around his wife Kayla and their four children—Micah, Olivia, Ava, and Elly. The family enjoys traveling, spending time outdoors, and exploring culture together. Paul is also an avid reader, Brazilian Jiu-Jitsu practitioner, and lifelong learner.
Kingsview Partners CEO Sean McGillivray shared his enthusiasm, saying, “Paul’s character, discipline, and client-centered mindset are exactly what we look for in a Partner. We’re honored to welcome him to Kingsview and excited to support his continued success.”
Kingsview’s newest office is located in Steubenville, OH. Mr. Sweeney can be reached by calling him at (740) 314-0777 or emailing psweeney@kingsview.com.
by parnterwithstg | Apr 28, 2025 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Payson, Arizona
Kingsview Partners is pleased to welcome Chris Walsh as a Partner and Wealth Manager, operating in his independent office in Payson, Arizona. With more than a decade of industry experience and a diverse background in business and service, Mr. Walsh offers his clients a deeply personalized and insightful approach to wealth management.
Prior to entering the financial services industry in 2012, Mr. Walsh spent over ten years in Silicon Valley, holding roles at Logitech and Polycom before launching his own technology services firm. After relocating to Northern Arizona, he continued his entrepreneurial journey in the home renovation space, helping families improve their living environments. This combination of business ownership and hands-on client service laid the foundation for his thoughtful, real-world approach to financial planning.
Mr. Walsh is passionate about investor education and is committed to helping clients understand the markets and build confidence in their financial decisions. Whether working with beginners or experienced investors, he brings clarity to complex topics and guides clients through informed, long-term strategies.
A graduate of California State University, Sacramento, Mr. Walsh holds a Bachelor of Arts in English. He now resides in Payson with his wife, Maureen. Together, they have opened their home to teens in need of mentorship and continue to remain closely involved with those they’ve supported. Outside the office, Mr. Walsh enjoys history, literature, and spending time outdoors.
Chris Walsh’s value-driven mindset and diverse professional experience make him a strong addition to the Kingsview Partners network. He shares the firm’s commitment to independence, transparency, and putting clients first.
Kingsview’s newest office is at 200 West Frontier, Suite H, Payson AZ 85541. Mr. Walsh can be contacted by calling (928) 470-2330 or emailing cwalsh@kingsview.com.
