by parnterwithstg | Nov 8, 2024 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Iron Mountain, Michigan
Kingsview Partners announced today the opening of their newest office in Iron Mountain, Michigan. Greg L. LaFreniere, AAMS® hails from Gwinn, MI and has called Iron Mountain, MI home for the past 21 years. He earned his bachelor’s degree from Marian University in Fond Du Lac, WI. With over two decades of industry experience, Greg brings a wealth of knowledge to Kingsview. Prior to transitioning into the financial industry, he worked in Radiologic Technologist Management, where he managed direct patient care, staffing, and budgeting in a fast-paced hospital setting.
Greg’s fascination with the market took root early, influenced by the older mentors in his life who emphasized the importance of saving for retirement. Their advice shaped him not just as an investor, but also as someone who deeply values the relationships he builds. Over the years, Greg has taken great pride in the trust he’s earned with clients and finds deep fulfillment in helping them achieve their financial goals. He is very passionate about the responsibility of educating younger individuals on the financial space, namely the long-term power of investing. “Seeing goals being obtained and dreams come true, and showing younger people the power of investing over time is why I chose this profession”, says Greg.
Kingsview Partners CEO Sean McGillivray welcomed Greg, saying, “Greg’s wealth of experience will enhance our approach to serving clients. Together, we’ll elevate our mission and continue to set the standard in financial excellence.”
Kingsview’s newest office is at 126 Woodward Ave, Suite A, Iron Mountain, MI, 49801. Mr. LaFreniere can be contacted by calling (906) 771-8771 or emailing glafreniere@kingsview.com.
by parnterwithstg | Jun 28, 2024 | general, Press Releases
Former Edward Jones Advisors Open Kingsview Partners Office in Rochester Hills,
Michigan
Kingsview Partners announced today that Wealth Managers | Partners Chris Kramer and Alan
Gieleghem have officially joined Kingsview Partners in Rochester Hills, MI.
With previous roles in the entertainment and education industries, the team’s combined
experience and credentials help them provide expertise for individuals, families and businesses.
“With a focus on research and great respect for financial markets, we can create a solution that
allows our clients to thrive because we have done the hard work in advance,” say Chris and
Alan.
Chris Kramer, CEPA®, comes to Kingsview with over a decade of professional industry
experience, specifically working with business owners to create successful exit strategies. As a
Certified Exit Planning Advisor (CEPA®), he possesses the expertise and credentials to guide
his clients through intricate financial landscapes. He specializes in comprehensive financial
planning, along with helping business owners successfully plan and execute seamless exits
from their endeavors.
“I enjoy working closely with individuals and business owners,” says Chris. “I love problem/goal
solving, and being that trusted advisor when things are rocky in the markets, not just during the
bull markets.”
Alan Gieleghem, CFP®, received both his Bachelor’s and Master’s degrees from Oakland
University, and comes to Kingsview with six years of professional industry experience. As a
Certified Financial Planner (CFP ®), Alan’s goal is to provide sound, reliable financial advice
that’s backed by thorough research. This ensures his clients feel confident that they’re making
informed, calculated decisions – not just during market downturns, but also amid periods of
exuberance.
Alan loves being the first person someone calls for guidance on making financial decisions. “I
chose the profession because I take pride in providing unique custom solutions to achieve
optimal probability of success for clients’ real-life problems,” says Alan. “My goal is to research
and provide sound financial advice so clients can rest assured they are making prudent
decisions.”
Kingsview Partners CEO Sean McGillivray welcomed Chris and Alan, saying, “We are excited
for the joint team of Chris and Alan, expanding our reach to Michigan. Their combined skills and
personal relationships are sure to enhance the experience of our clients, and I am positive they
will be an asset to Kingsview Partners.”
Chris Kramer and Alan Gieleghem can be contacted at (248) 997-5955 or through the
Kingsview website.
