President and CEO
Erinn Ford is a 30-year veteran of the financial services industry. She is dedicated to aligning the strategies, solutions, and tools that financial professionals need to help clients reach their goals. Erinn has helped to launch multiple next-generation advisor mentoring programs, as well as scholarship and hiring campaigns that support the career development of women and minorities across the financial advice profession. This includes the Erinn Ford Leadership Scholarship to benefit female undergraduates at the University of Washington. Erinn is the recipient of numerous awards and accolades, including being named one of the “Ten to Watch” on a list of industry leaders published annually by WealthManagement magazine. Erinn holds Series 7, 24, 63 and 65 securities licenses.
Chief Financial Officer
Jeff has more than 20 years of experience in the financial advice industry and nearly 30 years of experience in finance and accounting operations. He joined KMS in 2013. In addition to his finance and accounting oversight responsibilities as CFO, Jeff offers broad management, internal control, and strategic advice to his executive peers. He earned his bachelor’s degree in finance and accounting from Washington State University and holds Series 7, 27, and 66 securities licenses.
Eric has been with KMS for more than 30 years and served as the firm’s CEO prior to Erinn Ford. He has far reaching managerial experience and expertise with the independent financial advice space, and a thorough knowledge of KMS operations. At KMS, Eric also has served previously as president, COO and CCO. In addition to these roles, his legal and accounting background make him a valuable resource for the firm. Eric holds Series 4, 7, 24, 53, 63, and 66 securities licenses.
Vice President of Advisor Experience
Melissa joined KMS Financial Services in 2010 and worked in multiple roles throughout her tenure, including Operations, Advisory, ERISA, and other Compliance initiatives. She currently supports the firm-wide implementation of new regulations and technology integrations, with a focus on advisor experience and service. Melissa earned a bachelor’s degree in finance and a minor in organizational communications from Idaho State University. She holds her Series 7, 66, and 24 securities licenses and an Accredited Investment Fiduciary (AIF) certificate.
Senior Vice President of Operations
Mark joined KMS in 1995 and worked in various departments, including Licensing, Trading, and Operations. He has also served on the Due Diligence and Best Execution committees at KMS. Mark earned a bachelor’s degree in business administration from Western Washington University and currently holds his Series 4, 7, 24, 53, 63, and 66 securities licenses.