Paul Kenworthy

Paul Kenworthy

male
Creighton University, founder, principal, palisade, portfolio manager, International Association of Financial Planners…presidentoftheTwinCities, chairman of Source Advisors
Paul R. Kenworthy , CFP Principal & Portfolio Manager Paul was one of the first Twin City investment managers to adopt a comprehensive Financial...
Katie B. Lewis

Katie B. Lewis

female
BS, married, University of Pennsylvania, University of Wisconsin, University of Minnesota, director…vice president, International Foundation of Employee Benefit Plans, Senior Vice President, Market President, President of the Governing Council
Katie is a private consultant and educator in the area of qualified retirement plans. She serves as a part-time instructor in the CEBS program at...

Charlie Coggin

male
University of Michigan, vice president, controller, CFO, KPMG, University of St. Thomas…State University of New York, Graduate School of Business, presidentoftheTwinCities, MBA from the University of Michigan, BA from the State University of New York
Charlie Coggin : Vice President and CFO. Mr. Coggin has more than 25 years of management experience in finance and accounting. Prior to Transoma...