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oXYGen Financial 3060 Peachtree Rd NE R-24 Atlanta, GA 30305 Varied
CLIENT PORTAL 800 - 355 - 9318

Meet Our Team

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

Kile Lewis * + Co-Founder Meet me
Hugh Hale *+ Managing Director, Private CFO® Meet me
Charles M Steele, CFP® * + Vice President, Private CFO® Meet me
Brian Watson, CFP® *+  Vice President, Private CFO® Meet me
Jeremiah Thompson*+ 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
Drew Pond, CFP® * + Wealth Plan Design Specialist 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 Ventura Client Service Coordinator Meet me
Rebekah Smith Director of Business Operations Meet me
Tara Crawford Client Service Coordinator 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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Resources

The Shrimp Tank Podcast See Us On CNN, HLN, CNBC, and The WSJ Client portal Join our team

Contacts

Alpharetta Office: (770) 777-0427 Savannah Office: (912) 525-2250

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.

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