Meet Our Team
Background and qualification information is available at FINRA's BrokerCheck website.
Kile Lewis * +
Co-Founder
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Brandon Hayes * + CFP®
Managing Director, Private CFO®
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Cristina Briboneria * + CFP®, AWMA®, ADPA®
Managing Director, Private CFO®
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Eric Pucciarelli *+
Managing Director, Private CFO®
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Matt Goldstein *+
Managing Director, Private CFO®
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Hugh Hale *+
Managing Director, Private CFO®
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Anthony Seifert * +
Managing Director, Private CFO®
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Charles M Steele * + CFP®
Vice President, Private CFO®
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Brian Watson, *+ CFP®
Vice President, Private CFO®
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Jeremiah Thompson*+
Vice President, Private CFO®
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Steven B. Goldstein * + CFP®
Vice President, Private CFO®
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Van Pappas *+ CFP®
Vice President, Private CFO®
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Kurt Brucker * +
Senior Vice President, Private CFO®
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Billy Daniels * +
Senior Vice President, Private CFO®
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Drew Pond * + CFP®
Wealth Plan Design Specialist
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Allison Baines * + CFP®
Wealth Plan Design Manager
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Auguste Hanna
Wealth Plan Design Specialist
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Austin Willis
Wealth Plan Design Specialist
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Courtney Wimpey
Wealth Plan Design Specialist
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J.T. Mooser
Wealth Plan Design Specialist
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Allyson Garringer
Operations Manager
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AJ Noegel
Client Service Associate
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Chelsea Tankus
Director of Client Relations
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Chelsey Schrader
Senior Client Service Associate
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Dani Witt
Client Service Associate
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Elizabeth Elrod
Director of Finance
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Eric Davidson
Insurance Specialist Meet me
Insurance Specialist Meet me
Jamie Philipson
Executive Assistant
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Lily Earles
Operations Coordinator
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Mary Kennon Lewis
Client Service Coordinator
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Michelle Berry
Client Service Coordinator
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Rebekah Smith
Director of Business Operations
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Sarah Vongsavath
Executive Assistant
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Tara Crawford
Client Service Coordinator
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Venus Brown
Client Service Associate
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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.