Financial Advisor, Registered Representative
Matt has been in the financial services industry since 2003 holding various roles. He began with a focus on investment management and that experience aided in his transition to comprehensive wealth management for individuals in 2009.
Lynn joined Focus Financial in July 2001 and RiverFront Group in July 2022. She started in 1991 and brings more than thirty years of experience working as a financial advisor.
Connor has been with our team since 2013. A CERTIFIED FINANCIAL PLANNER™ since 2015, he specializes in developing financial roadmaps focused on maximizing opportunities for sustainable success...
Investment Specialist/Registered Assistant
Karl joined RiverFront Group in June of 2021. Prior to working at Focus Financial, Karl worked as an Advisor with TD Ameritrade and Thrivent Financial.
Financial Planning Associate
Shirlene joined RiverFront Group in June of 2017. As the Financial Planning Associate, she will work closely with clients on service appointment preparation, case analysis and other client service initiatives...
Project Manager & Client Service Coordinator
Dalia joined RiverFront Group in March of 2022 and brings with her more than ten years in customer support experience.
Matt has been with our team since 2022 and a financial professional and Series 7 licensed since 2007. He specializes in fostering client relationships and curating client specific solutions to match each situation.
Executive Officer | Financial Advisor, Investment Advisor Representative
Since 1984, Kyle has specialized in solving wealth management issues for busy professionals. He co-founded Focus Financial in 1993, where he serves as a financial advisor, Executive Officer, and Board Chairman. Kyle is a member of the...
Kim joined RiverFront Group in November of 2016 and brings more than twenty years of experience working in administrative, financial and technology roles...