Meet Our Team
Background and qualification information is available at FINRA's BrokerCheck website.
Ted Jenkin * + CFP®
CEO and co-Founder
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Kile Lewis * +
co-Founder
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Christina Briboneria * + CFP®
Vice President, Private CFO®
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Eric Pucciarelli*+
Vice President
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Jeremiah Thompson*+
Vice President, Private CFO®
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Van Pappas *+ CFP®
Private CFO®, CFP, Vice President
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Brandon Hayes * + CFP®
Vice President, Private CFO®
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Billy Daniels * +
VP, Private CFO®
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Mark F. Scribner
Managing Director
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Micah Keel
Managing Director and Private CFO®
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Sarah Vongsavath
Executive Assistant
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Jamie Philipson
Executive Assistant
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Mike Grizzard * + CFP®
Vice President, Private CFO®
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Steven B. Goldstein * + CFP®
Vice President, Private CFO®
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Mark A. Buhrke * +
Vice President, Private CFO®
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Tyler Huck * +
Vice President, Private CFO®
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Allison Baines * + CFP®
Wealth Plan Design Specialist
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Drew Pond * + CFP®
Wealth Plan Design Specialist
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Riccardo Margaritelli * +
Wealth Plan Design Specialist
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Dillon Healy
Client Service Associate
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Mary Kennon Lewis
Client Service Coordinator
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Elizabeth Elrod
Director of Finance
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Michelle Berry
Client Service Coordinator
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Deb Rodriguez
Client Service Coordinator
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Kurt Brucker * +
Vice President, Private CFO®
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Allyson Garringer
Client Service Associate
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Charles M Steele * + CFP®
Partner, Private CFO
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Sandi Marie Tringali
Director of First Impressions
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Saida Young
Client Service Manager
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Jill Peters
Client Services Associate
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Rebekah Smith
Branch Development Manager
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Chelsey Schrader
Client Service Associate
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Rachel Barker
Client Services 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.