Our Team

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...

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...

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

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

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...