David Kenyon, AWM, RMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

425-803-2529
Email |

Scott Hill, AWM, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

425-739-1106
Email |

Chris Lee, AIF®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

425-739-1107
Email |

Megan Lockhart, AWM, CDFA®

Associate Vice President - Financial Advisor, Advanced Wealth Manager

425-803-2518

Armando Cruz

Registered Client Associate

425-803-2522

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