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 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.

Karen Conner

Client Services Assistant

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...

Read more

Katie Smiley

Marketing and Communications Manager

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...

Read more

Kelley Gaultney

Office Manager

Kelley joined JBL Financial Services in February 2020, as our Office Manager. Kelley has thrived in the customer service industry for over 20 years. Kelley oversees all of the office’s daily administrative needs, to ensure the...

Read more

Marie Holder

Administrative Assistant

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...

Read more

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...

Read more