David Kenyon, AWM, RMA®

Senior Vice President - Financial Advisor, Consulting Group

425-803-2529
Email |
425-889-0151

David began his career in 1983 with Prudential Securities. He is a founding member of Carillon Consulting Group. David has worked with high net worth individuals, corporations, executives, and fiduciary clients during his career. He is primarily responsible for client acquisition, business development and managing strategic client relationships. 

David has earned the firm's designation of Accredited Wealth Manager. This program is designed to provide financial consultants with cutting-edge strategies and training in the firm's wealth management process and estate planning. While away from carillon Consulting Group, David is passionate about golf, spending time with his wife Meredith, following the success of his two children, Charlie and Lauren and their families, and all things related to Montana.

Scott Hill, AWM, CIMA®

Senior Vice President - Financial Advisor, Consulting Group

425-739-1106
Email |
206-337-1758

Scott began his career in 1993 with AG Edwards. He is a founding member of Carillon Consulting Group.  Scott has extensive experience guiding the consulting process for high net worth individuals and their families, institutional investors and fiduciary clients. Scott is primarily responsible for client acquisition, risk assessment & profile, investment strategy development, and portfolio due diligence and construction.

Scott has earned the designations Certified Investment Management Analyst (CIMA®) and Accredited Wealth Manager (AWM®).  Away from the office, Scott enjoys spending time with his three boys Gavin, Mason and Drew. His interests include the Washington Huskies, skiing, triathlon and relaxing with friends.

Chris Lee, AIF®

Senior Vice President - Financial Advisor, Consulting Group

425-739-1107
Email |
206-337-1758

Chris began his career on Wall Street in 1988 with a large international bank. He is a founding member of Carillon Consulting Group.  Chris has worked extensively with high net worth individuals and their families, institutional investors and fiduciary clients since 1992. Chris is primarily responsible for portfolio implementation, ongoing investment strategy and managing client relationships. 

Chris holds the designation Accredited Investment Fiduciary (AIF) through the University of Pittsburgh. While not managing client relationships at Carillon Consulting Group, Chris and his wife Courtney enjoy adventuring throughout the Northwest with their daughter Elsie and faithful canines Cocoa and Mystic.

Megan Lockhart, AWM, CDFA®

Associate Vice President - Financial Advisor, Advanced Wealth Manager

425-803-2518

Megan began her career in the Financial Services industry in 2002. Building upon a successful career as a paralegal, analyst and team manager for various legal, tax and financial consulting firms, Megan possesses unique insight and ability to work with individuals and their families experiencing challenging life decisions. Megan holds the Certified Divorce Financial Analyst designation.  As a CDFA® she assists clients during the divorce process to secure their financial future and overall financial strategy.*  She is responsible for Starting Fresh - Carillon Consulting Group's dedicated program focused specifically to work with individuals throughout the divorce process.  

Megan is committed to a high standard of professionalism and superior client service. She is a graduate of the University of Washington and in her free time enjoys skiing, traveling, reading, cooking and spending time on Shaw Island with her husband Brandon and their two Basset Hounds.

*Although no legal or mediation advice can be provided, this knowledge helps to better understand the financial issues in the divorce process.

Krista Wilson, CRPC®, FPQP

Senior Registered Client Associate

425-803-2527

Krista has 19 years of experience in the financial securities industry and joined RBC Wealth Management in 2019.

Krista holds the professional designations Financial Paraplanner Qualified Professional (FPQP) and Chartered Retirement Planning Counselor (CRPC). She is responsible for managing all day to day operations of Carillon Consulting Group and overseeing our Client Service experience.

When Krista is not in the office, she is actively involved in our community supporting the MS Society of Seattle as a volunteer. Krista enjoys spending time with her daughter Emily, hiking and exploring the greater Puget Sound.

Armando Cruz

Registered Client Associate

425-803-2522

Armando has more than 20 years of experience in the financial services industry. He joined RBC Wealth Management in 2017.

Armando graduated from California State University Bakersfield with a Bachelor of Business Administration degree in finance. He is married to his wife, Suzette, and they reside in Seattle with their two children. Armando is a past president of the Fremont (Seattle) chapter of Rotary International. In his free time, Armando enjoys sailing, skiing and spending time with his family.
 

About Carillon Consulting Group:

Carillon Consulting Group was formed in 2007 through a partnership between David Kenyon, Scott Hill and Chris Lee. Megan Lockhart joined the team as the fourth Financial Advisor in 2011.  With more than 100 years of combined experience, Carillon Consulting Group is responsible for more than $500,000,000 in client assets, and is recognized as a premier wealth management advisor group in the Pacific Northwest. Focused on a holistic, goals oriented wealth management process, Carillon Consulting Group has the expertise to assist high net worth investors and their families, corporations, executives and fiduciary accounts with their comprehensive wealth management needs. Carillon Consulting Group believes that it is important to support our community and has charitable relationships that benefit the Pacific Northwest annually.

Carillon Consulting Group is committed to providing world class, unparalleled investment advice. To keep abreast with the ever-changing investment market we are dedicated to a pursuit of knowledge within the financial marketplace. Our group's dedication to continuing education has produced two Accredited Wealth Managers and an Advanced Wealth Manager (AWM®), a Certified Investment Management Analyst (CIMA®), an Accredited Investment Fiduciary (AIF®), a Certified Divorce Financial Analyst (CDFA®) and a Retirement Management Advisor (RMA®).


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Wealth Planning Consultant