Meet Our Team
The Cyndeo team is deeply experienced, youthful and demographically diverse. These traits underscore our ongoing tradition of distinctive client service and provide for a continuity of financial and investment expertise.
We look forward to getting to know you.
Matt Kilgroe
President/CEO
Pete Frantzis, CEPA
Director
Eric Branson, CKA®
Director Investments
Tommy Kidwell
Vice President Wealth Management
Ryan Quinty, CFP®, CEPA
Vice President Financial Planning
Dave Lackore
Chief Operating Officer
Adam Hess
Vice President, CW BOSS
Tom Havard
Vice President, CW BOSS
Scott Crouch
Vice President, CW BOSS
Margaret “Maggie” Bilby, CFP®
Vice President
Robby Thigpen
Financial Advisor
Ryan Kemp, JD, CFP®, CIMA®, AWMA®
Account Vice President, Financial Advisor
Kent Kilgroe
Financial Advisor
Julie Battaglia
Senior Client Relationship Manager
Arlene Alexander
Senior Client Relationship Manager
Stephen Galiardo
Relationship Manager/Portfolio Analyst
Liesa Abel
Client Relationship Manager
Brandi Frantzis
Relationship Manager/Operations Associate
Alex Landry
Marketing Manager
Sidney Wall
Client Relationship Manager
Patricia Caban
Client Experience Specialist