Kingsview伙伴
地址:226 N核桃街Mt. 卡梅尔,
电话:618-221-4810
Kingsview伙伴 is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. 我们的创新, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology.
It goes without saying that an investor’s specific needs should always be their advisor’s foremost concern. 然而, the problem with some Wealth Management is that registration, 监管, compensation and affiliation determine what clients are sold. 作为独立的受托顾问, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client’s interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.
服务:遗产规划, 财务规划, 退休计划, 税收筹划, 保险, 业务规划, 投资管理
Josh Farley, AAMS®-财富经理
Josh Farley, AAMS® grew up in Lowry City, Missouri. He currently lives in the historic district of Chautauqua, 伊利诺斯州, and graduated from Southern 伊利诺斯州 University with a Degree in Mass Communications. Prior to joining Kingsview伙伴, Josh spent 23 years as a financial advisor with Edward Jones.
优先考虑客户
As an Accredited Asset Management Specialist (AAMS®), Josh leaves no stone unturned when it comes to helping his client’s financial dreams become reality. 他对客户诚实坦率, especially when discussing matters related to life and money. Josh is supported by a service-minded team at his practice, who prioritize taking care of their clients the same way they’d expect to be treated.
金融的原则
The years he spent in the financial services space helped Josh develop a strong appreciation for logistics and problem solving – finding great satisfaction in achieving or overcoming his client’s unique financial goals and challenges. Josh believes these principles are cornerstones for building meaningful, lasting relationships that can span across multiple generations.
生活的哲学
乔什的人生哲学是人生苦短. He believes it should be filled with stories, 经历, 和冒险, 而不是物质财富. Outside of his financial advisory practice, Josh enjoys spending time with family and friends, 喜欢旅行, 参观历史名胜. He enjoys classic cars and has renovated several historic homes with his wife Jen, with whom he’s enjoyed a marriage of 26 years. Together, they have four children – one 女儿 and three sons.
阿丽莎·沃伦——财富经理
Alisha Warren grew up in Bridgeport, 伊利诺斯州 and currently lives in Francisco, Indiana. She graduated from Millikin University with a BS in Accounting and minors in English and Business. She comes to Kingsview伙伴 after spending more than 10 years at Edward Jones.
服务他人
Even before beginning her career in financial services, Alisha’s successes were always seeded in serving and helping people. She previously enjoyed various roles in human resources and OSHA safety coordination, along with tax accounting for partnerships, 农场, 小型企业, 和个人.
拥抱不舒服
A huge factor that impacts Alisha’s capabilities is making a conscious effort to venture outside of her own comfort zone. Whether it’s conquering her fear of heights by going skydiving or working through an uncomfortable situation, she focuses on personal growth from the experience.
解决问题
One of the most meaningful aspects of Alisha’s practice is creating lasting relationships with her clients, 他们的家庭, 还有同事们. 如果她遇到了问题, she doesn’t immediately have a solution for Alisha explores every possible avenue to meet her client’s unique financial needs and goals that help them progress through various life stages into – and beyond – retirement. She believes educating her clients plays a critical role in guiding them towards a better financial future. 因为她能在个人层面上产生共鸣, Alisha finds fulfillment in guiding clients through times of loss. She strives to provide clients with peace of mind, so they can focus on bigger priorities in their time of grieving.
满足的生活
In her free time, Alisha loves to experience other cultures and lifestyles through travel. She has a variety of unique hobbies that include collecting vinyl records, 阅读历史小说, 钩编, 和缝纫. 她和她丈夫结过婚, 大卫, 10年了，他们有了个儿子, 基里, 女儿, 米妮, 还有两只搜救犬和猫.
