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Our team consists of five professionals who are part of a larger group. As part of our affiliation with Focus Financial, we have a relationship with over 100 financial advisors many of whom specialize in various areas of financial planning. If we don't have the answer to your question, we can easily find the answer through our additional professional resources.



Kyle Watkins, CFP®
Executive Officer
Financial Advisor

Since 1984, Kyle has specialized in solving wealth management issues for busy professionals. He co-founded Focus Financial in 1993, where he serves as a financial advisor, Executive Officer, and Board Chairman. Kyle is a member of the Financial Planning Association (FPA) and has been a Certified Financial Planner™ since 1988. He graduated from the University of Minnesota in 1984 with a B.S. degree in Economics and a minor in Political Science.

 




Jeff Caulfield, CFP®
Investment Specialist

Jeff has been in the financial services industry since 1982. He spent 10 years as a Vice President and Branch Manager with Fidelity Investments and another 10 years as Chief Compliance Officer of an Edina based money management firm. As our team’s Investment Specialist, Jeff is constantly on the lookout for attractive new investments to complement our clients’ target portfolios. He graduated from the University of Colorado with a degree in Finance and has been a Certified Financial Planner™ since 1989.




Connor Koppa, CFP®
Financial Advisor

Connor has been in the financial services industry since 2011. Prior to working as a Financial Advisor on our team, he worked as a Trust Officer with both U.S. Trust and Abbott Downing. With a background in wealth management and comprehensive financial planning, Connor specializes in helping busy professionals reach their goals. Connor is a Certified Financial Planner™ and holds a B.B.A degree in Trust and Wealth Management with a minor in Financial Planning from Campbell University.

 





Kim Wehlage
Advisor Support Specialist

Kim joined the Watkins Team as an Advisor Support Specialist in November of 2016. Kim will help with managing client accounts, oversee client account business including new account paperwork, transfers, rollovers, distributions, check processing and all follow up to ensure transactions are completed. Kim brings more than twenty years of experience working in administrative, financial and technology roles. Kim has a Bachelor’s degree in Financial Management from Augsburg College and a Treasury Management Certification.



Kim Wehlage is not registered with Royal Alliance Associates, Inc.




Shirlene Luk
Client Service Manager

Shirlene joined the Watkins Team in June of 2017. As Client Service Manager, she will work closely with clients on service appointment preparation, case analysis and other client service initiatives. Before joining Focus Financial Shirlene worked as a Client Relations Specialist at Solution Builders, Inc, an IT firm in Bloomington, MN. Shirlene has a Bachelor’s degree in Economics from Grinnell College.


 
 
 
Important Consumer Information | Privacy Statement | State Registrations 

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. The Watkins Team is a marketing designation.

This communications is strictly intended for individuals residing in the states of AK, AZ, CA, FL, IA, MD, ME, MN, MO, NC, ND, NJ, NY, OH, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice. All other listed entities are not affiliated.

Please note: This information is strictly provided as a courtesy. When you link to any of the provided websites within this website, you are leaving this website. We make no representation to the completeness or accuracy of information provided at these websites.
 


Check the background of this financial professional on FINRA's BrokerCheck.