MVP Leadership Team

Paisley L. Huntoon

Vice President, Concierge Services

Paisley Huntoon contributes a wealth of experience in the human resources, finance and operations arenas based upon her tenure at Lincoln Financial Advisors (now Osaic Wealth) and her consulting work with many Fortune 100 corporations, including Macy*s, The Coca-Cola Company, NIKE, Staples, and Janus Funds. In her twenty plus years with Lincoln Financial Advisors, her resourcefulness and creative problem-solving skills have assisted financial advisors in expanding their practices and thriving in a more efficient environment.

While working for LFA, Paisley contributed to the creation of the KUDOS project, development of Virtual University, organization of the Premier Partners Staff Symposium, as a speaker for the Master Series, and the formation of an enterprise-wide career calibration initiative.

Paisley joined the leadership team of Momentum Value Partners (previously California Fringe Benefits) as the Vice President of Concierge Operations in 2023. She serves a key role in directing the MVP concierge administrative and operations support team. Additionally, she coaches and develops Practice Managers and Staff of the MVP financial planning practices.

Paisley’s unique strength is in the areas of productivity, time management and organization; which she trains and personalizes for the MVP teams. Paisley has a bachelor’s degree in Business Administration, concentrating in Human Resources Management, from Trinity University in San Antonio, Texas. She earned the designation of Professional in Human Resources in 2000.

Paisley and her husband, Aaron Huntoon (Sr. Consultant, High Net Worth Planning Services at Osaic Home Office), reside in Castle Pines, Colorado and enjoy traveling as frequently as possible. They have even achieved one of their bucket list items of visiting all fifty states. Paisley currently serves on the Executive Leadership Board for the International P.E.O. Sisterhood, where women motivate, educate and celebrate women.

Back to Team

Momentum Value Partners

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. Osaic Wealth Form CRS.

Check the background of your financial professional on FINRA's BrokerCheck.

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, KY, LA, MA, ME, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA VT, WA, WI & WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.