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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Cynthia Eells, CFP®



Cyn, joined Focus Financial as a solo practitioner in December of 2001. She has more than thirty years of experience working in financial and business management roles. In 2020, she merged her practice with the RiverFront Group.

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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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Karl Knuths

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. He works closely with Jeff as an...

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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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Dalia Olson

Client Service Manager

(952) 412-3238

Dalia joined RiverFront Group in March of 2022 and brings with her more than ten years in customer support experience. 

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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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