Kingsview Partners
Andrew Gosney is currently serving as the Vice President of Group Retirement Plans at Kingsview Partners. With a solid background in finance and years of experience as a Retirement Plan Consultant and Senior Analyst, Andrew brings a wealth of knowledge and expertise to their role. Andrew holds a Bachelor's degree in Finance from the University of Oklahoma and has previously worked in various financial analysis and consulting roles at companies like OneDigital and Verizon.
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Kingsview Partners
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner