Broker Check

Our Team

Kyle Watkins, CFP®

Executive Officer | Financial Advisor, Investment Advisor Representative

952-997-8955

jkwatkins@focusfinancial.com

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...

Read more

Connor Koppa, CFP®

Financial Advisor, Registered Representative

952-997-8947

ckoppa@focusfinancial.com

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...

Read more

Jeff Caulfield, CFP®

Registered Assistant, Investment Specialist

952-997-8941

jcaulfield@focusfinancial.com

Jeff joined The Watkins Team in September 2003 and has over 38 years experience in the financial services industry...

Read more

Kim Wehlage

Operations Manager

952-997-8951

kwehlage@focusfinancial.com

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

Read more

Shirlene Luk

Financial Planning Associate

952-997-8953

sluk@focusfinancial.com

Shirlene joined The Watkins Team 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...

Read more