Meet Our Team

Background and qualification information is available at FINRA's BrokerCheck website.

Kile Lewis * + Co-Founder Meet me
Brandon Hayes * + CFP® Managing Director, Private CFO® Meet me
Cristina Briboneria * + CFP®, AWMA®, ADPA® Managing Director, Private CFO® Meet me
Eric Pucciarelli *+ Managing Director, Private CFO® Meet me
Matt Goldstein *+ Managing Director, Private CFO® Meet me
Hugh Hale *+ Managing Director, Private CFO® Meet me
NouaChi Vang *+ CFP® Managing Director, Private CFO® Meet me
Anthony Seifert * + Managing Director, Private CFO® Meet me
Jeremiah Thompson*+ Vice President, Private CFO® Meet me
Kurt Brucker * + Vice President, Private CFO® Meet me
Billy Daniels * + Vice President, Private CFO® Meet me
Charles M Steele * + CFP® Vice President, Private CFO® Meet me
Steven B. Goldstein * + CFP® Vice President, Private CFO® Meet me
Van Pappas *+ CFP® Vice President, Private CFO® Meet me
Brian Watson, *+ CFP® Vice President, Private CFO® Meet me
Eliot Goode * + Vice President, Private CFO® Meet me
Ricky Vega * + CFP® Associate Private CFO® Meet me
Drew Pond * + CFP® Wealth Plan Design Specialist Meet me
Allison Baines * + CFP®    Wealth Plan Design Manager Meet me
Allyson Garringer Operations Manager Meet me
Auguste Hanna Wealth Plan Design Specialist Meet me
Austin Willis Wealth Plan Design Specialist Meet me
Chelsea Tankus Director of Client Relations Meet me
Chelsey Schrader Senior Client Service Associate Meet me
Courtney Wimpey Client Service Associate Meet me
Dani Witt Client Service Associate Meet me
Elizabeth Elrod Director of Finance Meet me
Eric Davidson
Insurance Specialist Meet me
Jamie Philipson Executive Assistant Meet me
Lily Earles Operations Coordinator Meet me
Mary Kennon Lewis Client Service Coordinator Meet me
Michelle Berry Client Service Coordinator Meet me
Rebekah Smith Director of Business Operations Meet me
Sarah Vongsavath Executive Assistant Meet me
Tara Crawford Client Service Coordinator Meet me
Venus Brown Client Service Associate Meet me

* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://Bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.