Broker Check

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, quarterback, 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.

Gayle Adams

Client Services Assistant

gayle@jblfinancial.com

Joining us in March 2017, Gayle is our Client Services Assistant and the friendly voice on the phone that greets you and schedules your appointments. She has been in the finance industry for over 16 years including a Broker Dealer...

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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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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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