Our Unique Story

We are a Father-and-Son-led team of seasoned financial professionals poised to serve generations to come. We primarily serve high net worth individuals and families, business owners, corporations, and those preparing for or experiencing transitions in life.

McKell Partners was established with the mission of helping others experience financial peace so they can focus their lives on what matters most. This is what continues to drive us every day. We love what we do. More importantly, we love what it can do for our clients and the people and causes they care about. Because our professional background is rooted in public accounting we have a higher level of professional care we bring to each engagement. This training and perspective adds perspective to all we do and provides increased benefits to our clients.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

Meet Our Team

McKell Advisory & Consulting Team

Mark McKell

Mark E. McKell

Managing Partner

Susan  McKell

Susan McKell

Office Manager

TownSquare Corporate Resources

Kurt  Brown

Kurt Brown

Chief Investment Officer

Chris Hedquist

Chris Hedquist, CFA, CFP

Senior Portfolio Strategist

Monica Sonnier

Monica Sonnier CPA, CFA

Director of Fixed Income

Michael  Folker

Michael Folker

Chief Operations Officer

Jordan  Miller

Jordan Miller

Senior Analyst

Joshua Flade

Joshua Flade, CFA

Associate Portfolio Manager

Staci Compagno

Staci Compagno, CRCP

Compliance Officer

Xavier Desforges

Xavier Desforges

Head of Trading