With more than three decades of professional experience, Misty House has built a reputation as a leader who understands both the operational and human sides of business. Throughout her 32-year career across financial services, accounting, and aviation logistics, she has consistently focused on building systems that support growth while ensuring people remain at the center of every strategy. Today, as Chief Experience Officer at Kingsview Partners, House leads the firm’s efforts to shape how advisors, employees, and clients experience the organization.
Her leadership philosophy is grounded in a simple idea: operational strength and meaningful human connection should work together. At Kingsview, she is responsible for ensuring that the firm’s rapid expansion is supported by thoughtful processes, strong culture, and an experience-driven approach to wealth management.
From Operations to Experience Leadership
Before stepping into her current role, House served as Chief Operating Officer at Kingsview Partners. During her time as COO, she played a major role in strengthening the firm’s operational infrastructure while supporting its growth into a nationally recognized wealth management organization.
Her transition into the Chief Experience Officer role came as Kingsview expanded and leadership recognized that experience — for advisors, employees, and clients — needed dedicated strategic focus. House had already been working on improving workflows and internal collaboration, but the new role allowed her to formalize those efforts and elevate them to an executive-level priority.
For House, the move represented a natural evolution in her career. She believes that when firms intentionally design experiences around the people they serve, they create stronger relationships and better long-term outcomes.
Building Operational Excellence
House’s operational background continues to influence how she approaches experience design. Having spent more than four years as COO, she understands the internal systems and processes that keep the firm running.
Rather than treating efficiency and experience as separate priorities, she focuses on aligning them. Her approach involves mapping the entire journey for advisors and clients — identifying every touchpoint and evaluating whether the interaction is positive, neutral, or frustrating. Once those moments are identified, her team works to redesign processes so they function smoothly while also creating a positive emotional experience.
This combination of operational discipline and empathy helps ensure that systems do more than simply move tasks forward. They also strengthen the relationships that define wealth management.
Supporting Advisor Independence
A central part of Kingsview’s philosophy is supporting advisor independence while still providing strong operational infrastructure. House has helped develop what the firm calls an “80/20 framework.” In this model, roughly 80 percent of operational processes are standardized to ensure efficiency, compliance, and consistency across the organization.
The remaining 20 percent is flexible, allowing advisors to tailor their practices to the needs of their clients and their own professional strengths.
To further support advisors, the firm offers an à la carte model for operational and strategic services. Advisors can access specific resources — from operational support to specialized expertise — depending on their goals and growth strategies. The idea is to remove operational barriers so advisors can focus their time on building meaningful relationships with clients.
Innovating Through Process and Technology
Innovation at Kingsview often focuses on simplifying complex workflows. One example is the firm’s dedicated Integrations department, which helps advisors transition their books of business smoothly when joining the firm.
Moving accounts and client relationships from one platform to another can be one of the most complicated phases in an advisor’s career. The Integrations team manages many of these operational details, allowing advisors to concentrate on maintaining trust with their clients during the transition.
House has also introduced visual workflow systems, including electronic Kanban boards, that allow advisors to track progress in real time. These tools create transparency, reduce uncertainty, and help teams collaborate more effectively.
For House, innovation is less about adding new technology and more about removing friction from everyday processes.
Strengthening Collaboration Across the Firm
Another key focus of House’s leadership is improving communication across departments. Kingsview has introduced several initiatives designed to keep teams connected and aligned.
One example is Kingsview Connect, the firm’s internal intranet platform that provides updates, resources, and shared information for employees and advisors. The company also publishes a monthly internal newsletter called Around the Crown to highlight important developments and initiatives.
House also launched an annual meeting called CORE — Continuous Operational Refinement & Excellence. This event brings together corporate teams to review strategy, share insights, and strengthen collaboration across the organization.
These initiatives help ensure that as the firm grows, its teams remain aligned around shared goals and values.
Supporting Women in Finance
House has also played an important role in advancing initiatives that support women within the financial services industry. One such initiative is the Ask Her program, created by a group of female advisors and executives at Kingsview.
The program focuses on mentoring women within the organization while also helping advisors better understand the financial priorities and challenges faced by female investors. Through education, mentorship, and collaboration, Ask Her aims to improve both advisor development and client engagement.
By encouraging deeper understanding and empathy, the initiative strengthens relationships between advisors and clients while creating new opportunities for leadership development.
Preparing for the Future of Wealth Management
As the financial advisory industry continues to evolve, House believes the firms that stand out will be those that prioritize meaningful client experiences. Technology has made financial planning tools more accessible than ever, but it has also increased the importance of personal relationships.
House expects that clients will continue seeking advisors who provide thoughtful guidance and human connection rather than purely digital interactions.
To prepare for this shift, Kingsview is investing in building a comprehensive experience strategy that integrates culture, technology, and service. Under House’s leadership, the firm is designing systems that support advisors while ensuring clients feel confident, understood, and supported throughout their financial journeys.
A Career Built on Intentional Leadership
House’s professional background reflects a long commitment to building organizations that grow without losing their core values. Since joining Kingsview in 2021, she has helped the firm significantly expand its advisor network and assets under management while strengthening its operational foundation.
Her leadership style emphasizes intentional growth — scaling systems, empowering teams, and designing experiences that reinforce the firm’s culture.
For House, success is not measured solely by financial metrics. It is also defined by how people feel within the organization: advisors who feel supported, employees who feel valued, and clients who trust the guidance they receive.
By combining operational expertise with a strong focus on human experience, she continues to shape the future of Kingsview Partners and the broader wealth management industry.
