Kingsview Partners is pleased to welcome Misty House as our new Chief Operations Officer. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance the end-user experience.
Misty comes to Kingsview Partners with over 28 years of experience in the business world. She has spent her career in multiple financial services, including accounting, mortgage, investment and insurance, with the last ten years in an executive capacity.
Misty’s knowledge of the public and corporate accounting arenas, along with her Accounting and Total Quality Management degrees, serve as the foundation for her business management expertise. She credits her ability to navigate complex situations and personal relationships in order to create efficient systems and increase the bottom line to her years of experience in various service industries. She is a leadership and efficiency expert and has studied the concepts of Six Sigma and process improvement for the last 20 years.
When not at the office, Misty enjoys traveling and appreciating the great outdoors with her husband, James, and their boys, Isaac and Jonah. She also enjoys painting and volunteering for local charities such as Hearts with a Mission, a teen homeless shelter.
Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design. In addition to being a Certified Plan Fiduciary Advisor, Tim is taking the Certified Financial Planner exam this year. He also holds Life, Accident & Health Producer and FINRA Series 65 licenses.
Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning. During his undergraduate experience, Tim volunteered with the Missouri Extensions Office preparing taxes and educating the public on personal financial matters. He also served as a mentor to his peers as a Student Leader.
Outside of work, Tim enjoys the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.
Kingsview Partners is pleased to welcome Richard Holmes as the new Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.
Rich had over 15 years of experience in small business management prior to joining the finance industry in 2013. He holds multiple degrees from the University of North Carolina at Charlotte, including a B.S. in Finance and an MBA focusing on Applied Investment Management. He comes to Kingsview from LPL Financial, where he served in several strategic positions.
When he’s not working with advisors, Rich enjoys spending time with friends and family, woodworking and traveling. He is also a passionate cook and avid outdoorsman. He currently resides in Huntersville, NC, with his wife and two sons.
Following closely on the heels of a recent SMArtX Advisory Solutions (“SMArtX”) win for their Blue Chips Elite, Kingsview Investment Management is again making headlines; Chief Technical Analyst, Buff Dormeier, CMT, has been selected as a finalist for the 2021 Technical Analyst of the Year.
Dormeier (Fort Wayne, IN) has been nominated due to his outstanding and precise guidance while navigating the volatile markets of 2020. His talent for dissecting market action and providing accurate forecasts has proven him a standout from his peers during this period of turmoil.
This nomination is one in a series of honors for Dormeier, who has garnered recognition within the industry for the 2007 Charles H. Dow Award and as the author of 2011’s Technical Analyst Book of the Year.
The Technical Analyst Awards are the only awards devoted to technical analysis research, data and trading software for the institutional market. Now in their thirteenth year, the Awards are highly regarded within the financial markets, attracting participation from hundreds of banks, research houses and software companies across the globe.
Award winners will be announced on Apr. 15, 2021.
Opening two new offices in Wyomissing, Pennsylvania and Miramar Beach, Florida, Kingsview is excited to welcome Partners and Wealth Managers Radene Gordon-Beck, Regina Rinehimer and Jeffery Barnes. Gordon-Beck and Rinehimer head up Kingsview’s Pennsylvania office, while Barnes works out of Florida. The team joins Kingsview from Wells Fargo, and has collectively managed $240 million in assets.
Radene Gordon-Beck graduated cum laude from Muhlenberg College with a degree in Economics and Finance, and earned her MBA in Finance from St. Joseph’s University in Philadelphia. She works with individuals, families, and business owners to develop and implement investment plans that align their personal values with their financial goals.
While at Wells Fargo Advisors, Regina Rinehimer was recognized as part of a select group of financial advisors who exceeded unique standards of care, including professionalism and education, along with exceptional elements of client service. She offers a dedicated approach to the personalization of comprehensive investment planning.
Jeffery Barnes entered the financial services industry in 1980 and has completed the Accredited Investment Fiduciary Program through the Joseph M. Katz Graduate School of Business at the University of Pittsburg. He focuses on long-term planning with thoughtful wisdom and advice for affluent clients.
This highly experienced team of advisors helps clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of their ongoing responsibilities includes wealth planning, asset allocation and investment performance. They are passionate about building strong, long-standing relationships and generational wealth for their clients.
“Kingsview is extremely excited to welcome Radene, Regina, and Jeffery to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. This team’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
The newest Kingsview offices are located at 945 Berkshire Blvd, Suite 102, Wyomissing, PA 19610 and 495 Grand Blvd., Suite 206, Miramar Beach, FL 32550.
The team can be reached at 484-248-7015.
Kingsview Investment Management’s Blue Chips Elite wins the ‘2021 Best Risk-Adjusted Returns – Equities’ Award
SMArtX Advisory Solutions (“SMArtX”) is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). After analyzing the 725 strategies available on their platform, they endeavored to recognize the firms who best demonstrate asset management excellence and outstanding performance.
Kingsview Investment Management’s Blue Chips Elite was nominated for Best Large Cap Strategy and won the ‘2021 Best Risk-Adjusted Returns – Equities’ award by achieving the highest Sharpe ratio in 2020 out of over 400 strategies in the category.
To view all of the award winners, you can click the link below.
2021 Awards Home Page | SmartX Advisory Solutions
Kingsview Investment Management strives to provide the best possible solutions and products to our advisors. We are hopeful that this award will be the first of many!
Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.
This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. This information does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser,
tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.
Opening their newest office in Evans, Georgia, Kingsview is excited to welcome Partner and Wealth Manager, Charles Butler. Joining the firm from Wells Fargo where he has proactively managed over $75 million in assets, Charles brings 20 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Butler focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.
“Kingsview is extremely excited to welcome Charles to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Charles’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
Kingsview’s Evans, Georgia office is located at 601 N. Belair Square, Suite 6, Evans, GA 30809 and can be reached at (706) 447-9897.
Kingsview is excited to welcome their newest Partner and Wealth Manager Randal Nesmith in their Myrtle Beach office. Joining the firm from Wells Fargo, where he has proactively managed over $70 million in assets, Randal brings 30 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Nesmith focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.
“It is easy to see by Randal’s decades of service that the quality of his character and substantial industry expertise make him a perfect fit for Kingsvjew exclusive partnership,” noted Chief Executive Officer Sean McGillivray. “Partners like Randal make the firm’s mission of elevating the standard of care possible.”
Kingsview’s Myrtle Beach office is located at 2513 N. Oak St., Suite 201, Myrtle Beach, SC 29577 and can be reached at (843) 946-5611.
Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.
At the Kingsview Alpharetta office, Aaron will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.
“We are extremely excited to welcome Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”
Kingsview’s newest Alpharetta, GA office can be found at 11175 Cicero Dr., Suite 100 and can be reached at (470) 695-0463.
Opening their first office in the state of New Mexico, Kingsview is excited to welcome Partner and Wealth Manager Mike Enriquez to the firm. Bringing 10 years of industry experience, Mike has previously worked with clients as an Advisor at Morgan Stanley and most recently at Edward Jones managing over $50,000,000 in assets.
“With strong ethical values and a heart-felt desire to serve others, Mike will continue to advance Kingsview’s desire to transform the industry,” commented CEO Sean McGillivray.
Mike’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified Advisor Partner who will carry on the firm’s mission to Elevate the Standard of Care.
At his new office in Albuquerque, Mike will continue to be the calm voice of reason for his clients, providing soothing and clear-headed solutions while embracing the firm’s no-nonsense approach to advice, investment management and financial planning.
Located at 10400 Academy NE, Suite 240, Albuquerque, New Mexico 87111, Mike can be reached by calling (505) 225-3226 x479 or by email at firstname.lastname@example.org.