Our Team
Kile Lewis
CRPC®
Co-Founder
Hometown: Temple, TX
States Licensed: AL, FL, GA, IL, IN, LA, NC, OH, PA, SC, SD, TX, VA, VT, WA
Credentials & Awards
CRPC®
About
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
The Road Goes on Forever, but the Party Never Ends!
If you could only listen to one song for the rest of your life, what would it be?
Anything Willie Nelson or Pink Floyd
If you could have the power of teleportation right now, where would you go?
Back to January 31, 2020 - would go to cash :)
What is the last TV show you binge-watched?
Ozark
Motto or personal mantra?
"I Can't, Never Could!"
What inspires or motivates you to do your job, as it relates to the customer experience?
I really enjoy the friendships I've built with clients and appreciate the trust they've placed in me to guard their dreams and aspirations. I strive everyday to provide solid, sound advice advice and guidance to hopefully help them breathe easier® about life.
MY TEAM: Alpharetta
Ted Jenkin
Business Consultant
Cristina Briboneria
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Jeremiah Thompson
Vice President, Private CFO®
Brandon Hayes
Managing Director, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Jamie Philipson
Executive Assistant
Steven B. Goldstein
Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Drew Pond
Wealth Plan Design Specialist
Mary Kennon Lewis
Client Service Coordinator
Elizabeth Elrod
Director of Finance
Michelle Berry
Client Service Coordinator
Kurt Brucker
Senior Vice President, Private CFO®
Allyson Garringer
Operations Manager
Charles M Steele
Vice President, Private CFO®
Rebekah Smith
Director of Business Operations
Auguste Hanna
Wealth Plan Design Specialist
Courtney Wimpey
Wealth Plan Design Specialist
Brian Watson
Vice President, Private CFO®
Venus Brown
Client Service Associate
Austin Willis
Wealth Plan Design Specialist
Lily Earles
Operations Coordinator
Danielle Witt
Client Service Associate
Featured Articles
Background and qualification information is available at FINRA's BrokerCheck website.
* 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. Investor Disclosures: https://Bit.ly/KF-Disclosures