Broker Check
Barbi Fennewald, CFP ® - Compliance Consultant and Branch Operations Manager

Barbi Fennewald, CFP ® - Compliance Consultant and Branch Operations Manager

Barbi brings expertise in compliance and operations to her role, having over 27 years of investment management industry experience. She leads AdvisorAssist’s Compliance Testing Service designed to meet the regulatory requirements for registered investment advisors. 

Before joining Vigil Wealth Management, Barbi served as a director of operations and compliance as well as the chief compliance officer for Mosaic Family Wealth, LLC. At Mosaic, Barbi lead the firm’s business administration overseeing compliance, finance, and human resources. She partnered with the firm’s owners to drive strategic initiatives that improved internal efficiency and effectiveness. Barbi was instrumental in leading the successful transition of Mosaic from a wirehouse firm to the independent wealth management space.

Previously, Barbi served in leadership roles at Morgan Stanley Wealth Management and A.G. Edwards & Sons, Inc. Her foray into wealth management was unplanned; she began working part-time in college and decided the industry was a great fit for her because she appreciated making an impact on clients’ lives.

Barbi earned her Master of Business Administration from Webster University and is a graduate of Washington University in St. Louis with a Bachelor of Science in Psychology. She holds the Certified Financial Planner TM designation and an insurance license. Additionally, Barbi previously held active Series 7, 63, and 65 exams from FINRA and NASAA. She lives in Eureka, Missouri with her husband, three step-children, and family dogs. In their spare time, they enjoy hiking, traveling, the outdoors, and volunteering at local animal shelters.


Contact Information

Email: barbi.fennewald@lpl.com 

Phone: 314-637-9131

Kristen Guerrero - Compliance Consultant

Kristen Guerrero - Compliance Consultant

Kristen serves as a Compliance Consultant Resource and Partner with Vigil Wealth Management.  She started her career in the financial services industry in 2003 and has an extensive compliance background.  

Kristen has previously held FINRA Series 7 and 24, MSRP Series 53, and NASAA Series 63 and 55 exams.  Kristen held multiple positions in the Compliance Department at a national broker dealer during her almost 10 years there, including Compliance Examiner, Compliance Analyst, Compliance Analyst Team Lead and Electronic Communications Surveillance Manager.  Kristen served as the Director of Compliance and CCO for a large RIA firm before starting her compliance consulting firm.

 

She obtained a Master of Business Administration from MidAmerica Nazarene University and Bachelor of Science in Business Administration from Missouri Western State College. 

Contact Information

Email: kristen@riacompliancekey.com

Kirsten Guerrero and her services are not affiliated with LPL Financial or Vigil Wealth Management. 



Kelsey Gilley - Marketing Consultant 

Kelsey Gilley - Marketing Consultant 

Kelsey Gilley is an LPL Marketing Consultant. She assists Vigil Wealth Management with  multi-media platforms including website, email marketing, social media and lead generation. 


She graduated from University of North Carolina Greensboro. She first worked for a local nonprofit building their marketing from scratch. After two years, she moved onto working for a digital marketing agency assisting small to medium size businesses with their online presence. She joined the LPL Marketing Solutions team with over six years of marketing expertise.  Kelsey has certifications in Google AdWords and HubSpot.

She has a passion for data-driven results and establishing connections.  In her spare time, she enjoys reading, exercising and exploring new restaurants.  

Kelsey is a LPL employee and is part of the Marketing solutions program that supports multiple advisor's businesses.

Robert Nachtsheim - CFO Solutions Partner

Robert Nachtsheim - CFO Solutions Partner

Robert Nachtsheim is a CFO for the LPL CFO Solutions program that supports multiple advisor's businesses. He provides advisors with
actionable insights based on financial analysis and strategic planning to help drive higher
practice valuations. Robert has over ten years of experience in the financial services
industry. He joined LPL Financial in 2018 as Associate Vice President of Strategy before
moving into his current role as CFO for CFO Solutions. Prior to that, he served as Vice
President, Wealth Management Investments Finance at J.P. Morgan Chase, where he rose
through the ranks after completing the company's Finance Associate Leadership
program. Before that, Robert was a banking statistics analyst at the Federal Reserve Bank
of San Francisco.


Robert earned an MBA from Georgetown University's McDonough School of Business
and a Bachelor of Arts in Political Science from Carleton College. He is currently
studying for the CFA Level II exam.



Robert is native to San Diego, California. He is an avid runner who competed at the
collegiate level. He also enjoys traveling, rock climbing, hiking, and skiing.