Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

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

View Larger


Our advisors

Advisor photo for Clinton Campbell

Clinton Campbell

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Soundview Financial Group
Learn more about Clinton Campbell Visit Clinton Campbell's website
Advisor photo for Justin Harlan

Justin Harlan

CRPC, CEPA®, APMA®, BFA

Private Wealth Advisor

Chief Operating Officer of Soundview Financial Group
Learn more about Justin Harlan Visit Justin Harlan's website
Advisor photo for Liz Ostwald

Liz Ostwald

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Liz Ostwald Visit Liz Ostwald's website
Advisor photo for Christopher J Beierwaltes

Christopher J Beierwaltes

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Christopher J Beierwaltes Visit Christopher J Beierwaltes's website
Advisor photo for Sherry Gustin

Sherry Gustin

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Sherry Gustin Visit Sherry Gustin's website
Advisor photo for Ryne Sorenson

Ryne Sorenson

CRPC, APMA®, CEPA®

Financial Advisor

President of Soundview Financial Group
Learn more about Ryne Sorenson Visit Ryne Sorenson's website
Advisor photo for Roger Phelps

Roger Phelps

CRPC

Financial Advisor

Managing Partner of Soundview Financial Group
Learn more about Roger Phelps Visit Roger Phelps's website
Advisor photo for Paige Mcdonald

Paige Mcdonald

CFP®, CMFA®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Paige Mcdonald Visit Paige Mcdonald's website
Advisor photo for Ken Kallem

Ken Kallem

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Ken Kallem Visit Ken Kallem's website
Advisor photo for Shawn Hackmann

Shawn Hackmann

MBA

Financial Advisor

Franchise Owner
Learn more about Shawn Hackmann Visit Shawn Hackmann's website
Advisor photo for Jacom Schallenkamp

Jacom Schallenkamp

CFP®, APMA®, CRPC, CEPA®

Financial Advisor

Learn more about Jacom Schallenkamp Visit Jacom Schallenkamp's website
Advisor photo for Johnette Fulton

Johnette Fulton

BFA

Associate Financial Advisor

Learn more about Johnette Fulton Visit Johnette Fulton's website
Advisor photo for Dean Studer

Dean Studer

CRPC

Financial Advisor

Learn more about Dean Studer Visit Dean Studer's website
Advisor photo for Ryan Kallem

Ryan Kallem

CRPC

Financial Advisor

Learn more about Ryan Kallem Visit Ryan Kallem'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
View more
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
Laura Olson

Laura Olson

Executive Assistant

Nicole Kennedy

Nicole Kennedy

Client Service Specialist

Debra Halter

Debra Halter

Client Service Manager

Elena Hackmann

Elena Hackmann

Client Service Manager

Sarah Thomas

Sarah Thomas

Client Service Specialist