Our Team
Charles M Steele
CFP®
Vice President, Private CFO®
Hometown: Buffalo, NY
States Licensed: FL, WV, GA, VA
Credentials & Awards
- CFP®
- Series 7 (General Securities Exam)
- Series 66 (Uniform Combined State Law Exam)
About
I'm a Marshall U grad (Go Herd!) with a degree spanning
multiple disciplines: Economics, Finance, & Management. Helping small
business owners, individuals, and families breathe easier has been my calling
since 2005.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
Outside Looking In
If you could only listen to one song for the rest of your life, what would it be?
A Change Is Gonna Come - Sam Cooke
If you could have the power of teleportation right now, where would you go?
Somewhere peaceful, sparsely populated with a cool ocean breeze
What is the last TV show you binge-watched?
The Outsider
Motto or personal mantra?
"I am the master of my fate: I am the captain of my soul." - Henley
What inspires or motivates you to do your job, as it relates to the customer experience?
Watching the empowerment that comes with financial stability and building a legacy.
MY TEAM: Alpharetta
Kile Lewis
Co-Founder
Cristina Briboneria
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Jeremiah Thompson
Vice President, Private CFO®
Brandon Hayes
Managing Director, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Jamie Philipson
Executive Assistant
Steven B. Goldstein
Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Drew Pond
Wealth Plan Design Specialist
Mary Kennon Lewis
Client Service Coordinator
Elizabeth Elrod
Director of Finance
Michelle Berry
Client Service Coordinator
Kurt Brucker
Senior Vice President, Private CFO®
Allyson Garringer
Operations Manager
Rebekah Smith
Director of Business Operations
Auguste Hanna
Wealth Plan Design Specialist
Courtney Wimpey
Client Service Associate
Brian Watson
Vice President, Private CFO®
Venus Brown
Client Service Associate
Austin Willis
Wealth Plan Design Specialist
Lily Earles
Operations Coordinator
Danielle Witt
Client Service Associate
Ricky Vega
Associate Private CFO®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available
at FINRA's
BrokerCheck website.
* 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. Investor Disclosures: https://Bit.ly/KF-Disclosures