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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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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NouaChi Vang *+ CFP®
Managing Director, Private CFO®
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Anthony Seifert * +
Managing Director, Private CFO®
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Jeremiah Thompson*+
Vice President, Private CFO®
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Kurt Brucker * +
Vice President, Private CFO®
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Billy Daniels * +
Vice President, Private CFO®
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Charles M Steele * + CFP®
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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Brian Watson, *+ CFP®
Vice President, Private CFO®
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Eliot Goode * +
Vice President, Private CFO®
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Ricky Vega * + CFP®
Associate 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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Allyson Garringer
Operations 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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Chelsea Tankus
Director of Client Relations
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Chelsey Schrader
Senior Client Service Associate
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Courtney Wimpey
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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Emily Osborne
Social Media Manager
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Eric Davidson
Insurance Specialist Meet me
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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.