About our team

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 120 years of combined experience, Carillon Consulting Group is responsible for more than $800,000,000 in client assets. 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 with their 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 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®).