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Management Team

Our realistic, approachable, and optimistic team provides the highest level of advice to those who choose to invite us into their lives as their coach and adviser. At JBL Financial Services, Inc. we believe our teamwork approach adds a broader perspective to our services and provides increased benefits to our clients.

Brian Cox

Insurance Coach

brian@jblfinancial.com

Newly joining the JBL Team in August 2018, Brian brings 10 years of Sales and Business Development experience to the close-knit JBL Financial Team. Brian puts an imperative emphasis on client relationships and specializes in the areas...

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Karen Conner

Client Services Assistant

karen@jblfinancial.com

Serving as both an administrative assistant to Jeff and Erin, Karen has also been with the company since 2001, extending service to our customers by answering any of the questions they may have pertaining to individual and group...

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Katie Smiley

Marketing and Communications Manager

katie@jblfinancial.com

Joining us in 2016, Katie is our Marketing and Communications Manager. With previous experience in marketing campaign management and digital marketing strategies, she focuses on using her creativity to reach new audiences as our...

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Marie Holder

Administrative Assistant

marie@jblfinancial.com

Marie Holder is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Marie has thirty years of experience in the financial services...

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Melissa Cornwall

Client Services Manager

Melissa Cornwall, fondly referred to as Missy, has 10 years of professional experience as a Client Services Manager at financial institutions. Melissa assists in all aspects of servicing clients, primarily in account creation and daily...

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Shantia McMillan

Administrative Assistant

shantia@jblfinancial.com

ShantiaMcMillon is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Shantiajoined LPL in January 2017. She has served as a...

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