Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Clinton Campbell

CFP®, APMA

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Learn more about Clinton Campbell Visit Clinton Campbell's website

Justin Harlan

CRPC, APMA

Private Wealth Advisor

Chief Operating Officer of Soundview Financial Group
Learn more about Justin Harlan Visit Justin Harlan's website

Liz Ostwald

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Liz Ostwald Visit Liz Ostwald's website

Christopher J Beierwaltes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Christopher J Beierwaltes Visit Christopher J Beierwaltes's website

Cynthia Schmiedeknecht

BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Schmiedeknecht Visit Cynthia Schmiedeknecht's website

Sherry Gustin

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sherry Gustin Visit Sherry Gustin's website

Ryne Sorenson

CRPC, APMA

Financial Advisor

Learn more about Ryne Sorenson Visit Ryne Sorenson's website

Roger Phelps

CRPC

Financial Advisor

Managing Partner of Soundview Financial Group
Learn more about Roger Phelps Visit Roger Phelps's website

Paige Mcdonald

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Paige Mcdonald Visit Paige Mcdonald's website

Ken Kallem

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ken Kallem Visit Ken Kallem's website

Shawn Hackmann

MBA

Financial Advisor

Franchise Owner
Learn more about Shawn Hackmann Visit Shawn Hackmann's website

Jacom Schallenkamp

CFP®, APMA, CRPC

Financial Advisor

Learn more about Jacom Schallenkamp Visit Jacom Schallenkamp's website

Holly Coston

CRPC

Financial Advisor

Learn more about Holly Coston Visit Holly Coston's website

Johnette Fulton

BFA

Associate Financial Advisor

Learn more about Johnette Fulton Visit Johnette Fulton's website

Dean Studer

CRPC

Financial Advisor

Learn more about Dean Studer Visit Dean Studer's website


Our team

Soeun Mangkornkeo

Soeun Mangkornkeo

Office Manager,

Client Service Manager

Qualifications

  • Working in financial client service since 1996

Roles & Responsibilities

  • Practice Management
  • Money movement & Transactions
  • Intercompany Account Transfer Coordinator
  • Estate Settlements
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Suzanne Ritchie

Suzanne Ritchie

Operations Manager,

Client Service Specialist
Lisa Twombly

Lisa Twombly

Client Service Coordinator,

Marketing Manager
Birgit Beierwaltes

Birgit Beierwaltes

Office Manager,

Financial Planning Assistant
Kimberly Peffley

Kimberly Peffley

Client Relationship Manager

Qualifications

  • Over 30 years customer service and business administration experience

Roles & Responsibilities

  • Office Reception & Administration
  • Client Service Specialist
  • Scheduling Coordinator
  • Client Meeting Preparation & Follow up
  • New Client Onboarding & New Business Processing
  • Project Coordinator
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Laura Olson

Laura Olson

Executive Assistant

Nicole Kennedy

Nicole Kennedy

Financial Planning Assistant

Debra Halter

Debra Halter

Client Service Manager

Elena Hackmann

Elena Hackmann

Client Service Manager