Soundview Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Soundview Financial Group
Team photo for Soundview Financial Group

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Advisors

Advisor photo for Sherry Gustin

Sherry Gustin

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sherry Gustin's website
Advisor photo for Clinton Campbell

Clinton Campbell

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Visit Clinton Campbell's website
Advisor photo for Paige Mcdonald

Paige Mcdonald

CFP®, CMFA®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Paige Mcdonald's website
Advisor photo for Roger Phelps

Roger Phelps

CRPC

Financial Advisor

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

Cynthia Schmiedeknecht

Financial Advisor

Visit Cynthia Schmiedeknecht's website


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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