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
Director of Operations
Adam Hess
Vice President, CW BOSS
Nate Johnson
Vice President, CW BOSS
Ruben Boumtje Boumtje
Business Development Associate
Robby Thigpen
Financial Advisor
Julie Battaglia
Senior Client Relationship Manager
Stephen Galiardo
Client Relationship Manager
Liesa Abel
Relationship Manager