Broker Check

Our Team

Kyle Watkins, CFP®

Executive Officer | Investment Advisor Representative

952-997-8955

[email protected]

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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Jeff Caulfield, CFP®

Registered Assistant, Investment Specialist

952-997-8941

[email protected]

Jeff has been in the financial services industry since 1982. He spent 10 years as a Vice President and Branch Manager with Fidelity Investments and another 10 years as Chief Compliance Officer of an Edina based money management firm....

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Connor Koppa, CFP®

Financial Advisor, Registered Representative

952-997-8947

[email protected]

Connor has been in the financial services industry since 2011. Prior to working as a Financial Advisor on our team, he worked as a Trust Officer with both U.S. Trust and Abbott Downing. With a background in wealth management and...

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Kim Wehlage

Operations Manager

952-997-8951

[email protected]

Kim joined the Watkins Team as an Advisor Support Specialist in November of 2016. Kim will help with managing client accounts, oversee client account business including new account paperwork, transfers, rollovers, distributions, check...

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Shirlene Luk

Client Service Manager

952-997-8953

[email protected]

Shirlene joined the Watkins Team in June of 2017. As Client Service Manager, she will work closely with clients on service appointment preparation, case analysis and other client service initiatives. Before joining Focus Financial...

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