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SUPPORT DIRECTORY
SOWELL SUPPORTAT YOUR FINGERTIPS
Kelly Currence, Reception / Home Office Support
Kim Wilson, Business Coordinator, EOS Implementor
HOME OFFICE
Jani GillmanTeam Leader
Connie Barron, New accounts, account maintenance & cashiering
Curtis Jones, Training, ModestSpark, EnvestNet
Jani Gillman, Advisor support, oversight & escalation
Joseph Wren, Advisor Support Associate
Valerie Malo-Bialek, New accounts, account maintenance & cashiering
ADVISOR SUPPORT TEAM
Matt Estes, VP Business Development
Team Leader
Abby Sowell, Marketing Coordinator
Cindy Sowell, Event planning & travel
Chuck Hicks, President, Advisor communication, proposals & recruiting
Matt Estes, Advisor communication, proposals & recruiting
Patrick Jones, Creative services, design & marketing
SALES / MARKETING SUPPORT
ONBOARDING / RELATIONSHIPSUPPORT TEAM
Ryan WillsonTeam Leader
Jani Gillman, Transition processing
Ryan Willson, Transition planning & preparation
Lindsay OberleTeam Leader
Abby Sowell, Technology Coordinator
Lindsay Oberle, Portfolio Center, reconciliation & billing
Maria Krueger, SalesForce, advisor communication
Sajjad Sabeel, Data Analysis and Email Support
DATA MANAGEMENT TEAM
Morgan SizerTeam Leader
Bill Sowell, Oversight & advisory
Chris Clark, Asset Management Associate
Morgan Sizer, Trading & research
Thomas Knight, Trading Coordinator
Keith Krueger, Admin
ASSET MANAGEMENT
Jeremy StalcupTeam Leader
Bill Sowell, Oversight & advisory
Jeremy Stalcup, Marketing approval, registrations & disclosures
Mike Bates, Marketing approval, registrations & disclosures
COMPLIANCE
Keith Krueger, COO / CFO
Team Leader
Alayna Smith, Payroll and general accounting
Cindy Sowell, HR
Keith Krueger, Oversight
FINANCIAL & HR
Advisory services offered through Sowell Management Services, a Registered Investment Advisor.
CONTACT DIRECTORY
Abby SowellMarketing and Technology [email protected]
Alayna Smith [email protected]
Bill [email protected]
Chris ClarkAsset Management [email protected]
Chuck [email protected]
Cindy SowellSenior [email protected]
Connie BarronAdvisor [email protected]
Curtis JonesAdvisor [email protected]
Jani GillmanSenior Team Lead, Advisor [email protected]
Jeremy StalcupSenior Team Lead, [email protected]
Joseph WrenAdvisor Support [email protected]
Keith KruegerCOO / [email protected]
Kelly [email protected]
Kim WilsonBusiness [email protected]
501.333.6694
Lindsay OberleData & Technology Team [email protected]
Maria KruegerCorporate Communications & Technology [email protected]
Matt EstesVP Business [email protected]
Mike BatesGeneral Counsel / Compliance [email protected]
Morgan SizerSenior Team Lead, Asset Management & [email protected]
Patrick JonesCreative [email protected]
Ryan WillsonTransition Team [email protected]
Sajjad Sabeel Mohammed AbdulData [email protected]
Thomas KnightAsset Management Project [email protected]
Valerie Malo-BialekAdvisor [email protected]
Advisory services offered through Sowell Management Services, a Registered Investment Advisor.
