Soundview Financial Group

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



Advisors

Michael Combs

Michael Combs

Financial Advisor

Franchise Owner
Visit Michael Combs's website
Clinton Campbell

Clinton Campbell

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Visit Clinton Campbell's website
Dan Campbell

Dan Campbell

CFP®, ChFC®, CLU®

Private Wealth Advisor

Visit Dan Campbell's website
Paige Mcdonald

Paige Mcdonald

APMA®, CRPC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Paige Mcdonald's website
Guy Clements

Guy Clements

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Guy Clements's website
Sherry Gustin

Sherry Gustin

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sherry Gustin's website
Roger Phelps

Roger Phelps

CRPC®

Financial Advisor

Managing Partner of Soundview Financial Group
Visit Roger Phelps's website
Cynthia Schmiedeknecht

Cynthia Schmiedeknecht

BFA

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Cynthia Schmiedeknecht's website

Team

Soeun Mangkornkeo

Soeun Mangkornkeo

Operations Manager,

Client Service Manager

Roles & Responsibilities

  • Practice Management
  • Money movement & Transactions
  • Intercompany Account Transfer Coordinator
  • Estate Settlements
  • Client Service Manager
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Katie Cope

Katie Cope

Administrative Assistant

Roles & Responsibilities

  • Financial Planning Data Coordinator
  • Scheduling Coordinator
  • Client Meeting Preparation & Follow up
  • New Client Onboarding & New Business Processing
  • Client Service Specialist
  • Group Practice Data Coordinator
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Kimberly Peffley

Kimberly Peffley

Administrative Assistant

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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