CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Registered Administrative Assistant
Courtney Cooper joined Cordell Wealth Management in 2022. She has accumulated several years of experience in the financial and customer service fields through previous years of working in banks and managerial roles.
She graduated from Central Piedmont Community College with an Associates in Business Administration in 2018.
Courtney and her husband moved to Topeka in 2018 from North Carolina as her husband accepted a Student Pastor position, where she currently loves serving in weekly. You can find her spending her time diving into a good book, working on her newfound hobby of photography, or loving on her two dogs.
Emily Barlow joined Cordell Wealth Management in 2023. Emily has spent her entire working career in administrative and customer service roles and enjoys taking care of people.
Emily moved to Wichita in 2020 from Lawrence, Kansas, where she was born and raised. When Emily isn't taking care of her two young children, she enjoys art, traveling, and music.
Jennie May joined Cordell Wealth Management in 2023. She has 20+ years of combined experience in the insurance, medical and financial fields.
Jennie left the banking industry early in her career path to focus on insurance and the administrative and management side of the healthcare industry. She excitedly rejoined the financial services industry in the role of Administrative Assistant, where she works in all administrative areas to service clients. She loves helping others.
Jennie relocated to Wichita, Kansas in 1999 from Cleveland, Ohio. She enjoys spending time with her family and is an avid sports fan.
Job Titles:
- Office Manager
- Registered Administrative Assistant
Jolene Lorg joined Cordell Wealth Management in 2009. She previously worked in administrative assistant roles for various companies in Wichita and Plainville, KS, where she grew up.
Jolene graduated from Wichita State University with a Bachelor of Science degree in Business Finance. She also holds her Series 7 securities license. In her role as Office Manager, Jolene leads office staff in all administrative areas of servicing clients as well as managing office operations.
Jolene enjoys reading, needlework, running, and baking. She lives in Wichita and has four children.
Job Titles:
- Financial Advisor
- Registered Representative, Financial Advisor
Karen Beal, Registered Representative, Financial Advisor, has been serving clients since 1994 and joined Cordell Wealth Management in 2021. She is securities and insurance licensed. Karen started her business career in the oil and gas industry and has a strong background in finance and accounting.
Her previous business experiences have led her to focus on retirement planning for small to medium size businesses, implementing SEP's, SIMPLE'S and 401k's. Karen is very passionate about assisting employees save and plan for their retirement through these company sponsored vehicles.
Karen's practice is not limited to businesses. Karen believes in lifelong learning and takes an educational approach when working with the many individuals she serves as clients.
She is proud to be a Shocker having graduated from Wichita State University with a Bachelor of Science (BS) degree in Business Administration. She also has a Master of Science (MS) degree from Fort Hays State University.
Karen is actively involved in Shepherd's Way and Compassionate Connections; both are local non-profit organizations that provide support for individuals and the families of those individuals with intellectual and developmental disabilities.
Karen, and her husband Brett live in Wichita and have two grown children and two grandchildren. In the summer, they spend as much time as possible at the family farm. She grew up farming and still enjoys driving tractors and helping with the fieldwork.
Karen Beal, Registered Representative, Financial Advisor, has 27 years of experience in the financial services industry. She is securities and insurance licensed. Karen started her business career in the oil and gas industry and has a...
Job Titles:
- Financial Advisor
- Registered Representative, Financial Advisor
Keith Napier, Registered Representative, Financial Advisor has been serving clients since 2004. He joined Cordell Wealth Management in 2019.
Keith is securities and insurance licensed. He works to educate his clients and help them to pursue and achieve their goals by getting to know and understand each client. Keith is actively involved in his church and sponsors a child through Children's Cup. Keith enjoys cooking, gardening and exercise. He is an avid sports fan with a keen ability to store plenty of statistics in his brain.
Keith is married. He and his wife are the proud parents of four sons and one darling grandson.
Rene Cordell, CFP®, (sounds like Renny) has been working in the financial services industry since 1979. He spent almost 20 years with a regional bank in key management positions prior to forming his own company, Cordell & Associates, Inc., which operates as Cordell Wealth Management.
Rene is securities and insurance licensed and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He graduated from Emporia State University in 1979 with a Bachelor of Science degree in Business Administration.
As a Financial Advisor, Rene helps people manage their wealth with their goals and expectations in mind. He believes his clients are entitled to personal and professional guidance from a qualified financial professional who is focused on the clients' best interests.
Rene is a private pilot and enjoys golfing. He lives in Wichita and has two children and three grandchildren.
Ryan Gigous has been serving clients in the Topeka area since 2007. He joined Cordell Wealth Management in 2015.
Ryan is securities and insurance licensed. As a Financial Advisor, Ryan works with clients through the financial planning process and helping them to protect and manage their wealth. He specializes in working with small business owners in the areas of construction, law, and property management. Ryan also enjoys working with teachers.
He has been active in the Topeka area community as a member of the 20-30 Club of Topeka. Ryan previously served as Finance Chairman and Gala Chairman for their annual fundraiser which benefits children throughout the Topeka community. Ryan currently serves on the board of directors for Sporting Kaw Valley, a youth soccer club representing families in Lawrence, Manhattan, Topeka, and the surrounding communities.
In his spare time, he enjoys writing, cooking and cheering on the Kansas Jayhawks and Sporting KC. Ryan and his wife, Gwen, live in Lawrence with their children. They are parishioners at Corpus Christi Catholic Church in Lawrence.
Sherri Wilson, Administrative Assistant, joined Cordell Wealth Management in 2021. She previously worked for Advisors Excel where she worked with financial advisors to help market their business to potential clients.
Sherri worked in the marketing industry for over 30 years before making a change to the financial services industry. In her role as Administrative Assistant, Sherri works in all administrative areas to service clients.
She enjoys reading and baking. She lives in Topeka and has one child and one grandchild.
Suparna (Sue) M. Tirukonda , CFP®, has been serving clients since 2009. She joined Cordell Wealth Management in 2017.
Sue is securities and insurance licensed and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. Her holistic approach starts with understanding her client's goals and developing a comprehensive plan to make those goals a reality. She believes in educating her clients about their options and the impact decisions can have on their financial life.
She is actively involved in the Wichita Downtown Rotary Club, WIBA and several charities. She is a past president of the local Financial Planning Association chapter and the Wichita Estate Planning Council.
Sue and her husband, Ragu, live in Wichita and have two grown children. In her spare time, Sue is a foodie and enjoys travel.