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Joshua S
Series 65
Grants Pass, OR
Kingsview Wealth Management, LLC
Joshua Saunders is a financial advisor with Kingsview Wealth Management, LLC in Grants Pass, Oregon. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, Saunders serves as a naval aviator in the U.S. Navy, a position he has held since 2000. He also works as an independent insurance agent for life insurance. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning, ongoing wealth management, and asset management through a combination of in-house portfolio strategies, third-party managers, and access to alternative investments.
Amy G
CFP®, Series 66
Grants Pass, OR
Kingsview Wealth Management, LLC
Amy Greiner is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2018 and previously spent eight years at Edward Jones. Amy is also a licensed insurance agent. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies and third-party managers, including discretionary and non-discretionary advisory services.
Matthew S
Series 66
Grants Pass, OR
Kingsview Wealth Management, LLC
Matthew Stolen is a Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Kingsview Wealth Management, LLC and has held roles at firms including Foreside Fund Services, M Financial Group, and LPL Financial. Outside of his advisory work, he owns a commercial cleaning business, Scrub Club, LLC, and provides compliance consulting to registered investment advisers through Stolen Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management using both in-house and third-party investment strategies across a range of asset classes, including equities, fixed income, and alternative investments.
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