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Twenty-two years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor to advisors.
The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.
years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor to advisors. The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.
Just like true north, our guiding principles never change.


CORE VALUE #1
RELATIONSHIP RULE
We’re a family. Have each other’s back. Critique in private.
CORE VALUE #2
MINDSET MATTERS
Attitude is everything. Don’t be a jerk and don’t suck. Be enthusiastic. Positivity goes both ways.
CORE VALUE #3
PASSION PROSPERS
Care about what you do. Passion, desire & drive for excellence. No half-hearted efforts.
CORE VALUE #4
COMMITMENTS COUNT
Do what you say. First time. Every time. Own your commitments.
CORE VALUE #5
TEAMWORK TRIUMPHS
Go above and beyond. Teamwork always wins. Help each other out even when it’s not your job or after 5pm.




Relationships Rule


Mindset Matters


Passion Prospers


Commitments Count


Teamwork Triumphs
Meet Our Team
To “walk the walk” as they say, it takes dedicated people. A company is only as strong as its employees, and it only accomplishes its mission through teamwork and a commitment to excellence. A truly successful firm needs people who strive for innovative ways to work more effectively and efficiently. The staff of Sowell Management is committed to providing our clients with superior service.


Bill Sowell
CEO


Daryl Seaton
PRESIDENT


Jason Inglis
CHIEF REVENUE OFFICER


Chuck Hicks
CHIEF CUSTOMER OFFICER


Cindy Sowell
EXECUTIVE VICE PRESIDENT


Rod Kresge
CHIEF COMPLIANCE OFFICER


Erin Taylor
MANAGING DIRECTOR OF MARKETING & COMMUNICATIONS


Maggie Junior
DIRECTOR OF ADVISOR SOLUTIONS & TRAINING


Gary Taylor
MANAGING DIRECTOR OF DATA & TECHNOLOGY


Carl Irico, CFP®
DIRECTOR, TREK WEALTH SOLUTIONS


Abby Sowell
TRANSITIONS & SOLUTIONS CONSULTANT


Amy Hill
SOLUTIONS CONSULTANT


Andrea Barber
SOLUTIONS CONSULTANT


Andrea Gilstrap
COMPLIANCE ANALYST


Bob Taylor, AAMS® AIF®
SR. PORTFOLIO MANAGER, TREK WEALTH


Connie Barron
ACCOUNT SPECIALIST, TREK WEALTH SOLUTIONS


Donna Olivarri
EXECUTIVE ASSISTANT


Evan Sowell
DIRECTOR OF BUSINESS DEVELOPMENT


Jordan Long
FINANCIAL ADVISOR, TREK WEALTH


Laura McCabe
BRAND MANAGER


Linda Miller
BILLING SPECIALIST/CORPORATE ACCOUNTANT


Luke Coop
TRADING SPECIALIST


Melanie Iannazzo
CLIENT SOLUTIONS CONSULTANT, TREK WEALTH


Noah Holtz
TECHNOLOGY ADMINISTRATOR


Patrick Jones
CREATIVE DIRECTOR


Robert Geary
CONTROLLER


Ryan Tite
COMPLIANCE ANALYST


Samual Crouch
IT & SYSTEM ADMINISTRATOR


Thomas Knight, CFP®
DIRECTOR OF INVESTMENT MANAGEMENT


Tysha Hartman
RELATIONSHIP MANAGER


Tonya McKaughan, AIF®
SR. FINANCIAL CONSULTANT, TREK WEALTH


Tess
RESIDENT LOVE BUG & MOOD ENHANCER