Broker Check

Our Team

Kyle Watkins, CFP®

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...

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Connor Koppa, CFP®

Financial Advisor, Registered Representative


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...

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Jeff Caulfield, CFP®

Registered Assistant, Investment Specialist


Jeff joined RiverFront Group in September 2003 and has over 38 years experience in the financial services industry...

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Kim Wehlage

Operations Manager


Kim joined RiverFront Group in November of 2016 and brings more than twenty years of experience working in administrative, financial and technology roles...

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Shirlene Luk

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...

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