Soundview Financial Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Paige Mcdonald

Paige Mcdonald

APMA®, CRPC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Paige Mcdonald's website
Clinton Campbell

Clinton Campbell

CFP®, APMA®

Private Wealth Advisor

Visit Clinton Campbell's website
Dan Campbell

Dan Campbell

CFP®, ChFC®, CLU®

Private Wealth Advisor

Visit Dan Campbell's website
Rick McDonald

Rick McDonald

Financial Advisor

Visit Rick McDonald's website
Guy Clements

Guy Clements

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Guy Clements's website
Michael Combs

Michael Combs

Financial Advisor

Franchise Owner
Visit Michael Combs's website
Sherry Gustin

Sherry Gustin

CFP®

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

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Cynthia Schmiedeknecht's website

Team

Soeun Mangkornkeo

Soeun Mangkornkeo

Operations Manager,

Client Service Manager
Katie Cope

Katie Cope

Administrative Assistant

Kimberly Peffley

Kimberly Peffley

Administrative Assistant