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Twenty-three 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.
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.
Meet the Executive Leadership Team
Bill & Cindy Sowell founded Sowell Management in 2001.
Rod Kresge
Chief Compliance Officer
Erin Taylor
SVP MARKETING
Gary Taylor
MANAGING DIRECTOR OF OPERATIONS
Sabrina Freeman
Director of Finance
Paul Hatch
Managing director of M&A
Meet the Advisor Services Team
The confluence of Data & Technology, Billing & Accounting, Operations & Compliance.
Morgan Shepherd
Advisor Solutions team lead
Abby Sowell
Senior Solutions & Onboarding Consultant
Carlee Johnson
Solutions Consultant
Eric Acra
Solutions Consultant &Transition Specialist
Haley Hanson
Solutions Consultant
Jason Lester
Senior accountant
Jared Whitehead
Data Management Specialist
Kendraya Wiginton, MBA
Solutions Consultant
Kyle Dulin
Corporate Accountant & Billing Specialist
Melanie Iannazzo
Solutions Consultant
Patrick Sampson
Compliance Associate
Ryan Tite
Compliance Officer
Meet the Wealth Solutions Team
Resident expertise in investments, portfolio management, insurance and estate planning.
Greg Lai, CFA
Co-CIO & Lead Portfolio Manager
Alex Hsiao, MBA
Co-CIO
Scott Dooley, CFA
Managing Director of Investment Management
Chuck Hicks
Director of investment management
Ledly Jennings, Esq., MBA
ESTATE PLANNING ATTORNEY
David H. Sugimoto, CFA
Senior Portfolio Manager
Fiona Zhang, MFE
Associate Portfolio Manager
Luke Coop
Investment Operations and Trading Specialist
Michael Petrino, MBA
Senior Portfolio Manager
Meet the Business Consulting Team
Identifying opportunities to increase value, drive growth, and boost your firm’s performance.
Evan Sowell
DIRECTOR OF relationship management
Hayley Hammonds
associate director of business development
Laura McCabe
director of marketing
— Reception —
Your gateway to exceptional service and southern hospitality.
