SOVEREIGN FINANCIAL - Key Persons

Bob Felts - SVP

Job Titles:
  • Senior VP

Brian Church

Job Titles:
  • Chief Revenue Officer

Charlie Watkins

Job Titles:
  • Finance

Cole Pearson

Job Titles:
  • VP, Investment Solutions

Jennifer Rogers

Job Titles:
  • Director of Advisor Operations

John Siverling

Job Titles:
  • Director of Private Markets

Matthew Moses

Job Titles:
  • VP, Operational Consulting

Mikayla Kuckel

Job Titles:
  • Client Service Specialist

Mike Kuckel

Job Titles:
  • CEO Senior Lead Advisor

Nathan Willis

Job Titles:
  • Director of Portfolio Strategy

Rob Grubb - COO

Job Titles:
  • Chief Operations Officer

Rob Riley

Job Titles:
  • Investment Analyst

Samantha Vance - CMO

Job Titles:
  • Director of Marketing

TJ Claud - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

Tom Mueth

Job Titles:
  • Director of Advisor Engagement

Wade Johnson

Job Titles:
  • Director, Transition and Operations

Will Hines - President

Job Titles:
  • President

Will Sorrell

Job Titles:
  • Director of