Sowell Management

Let’s grow together.

We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go. Providing a transformative platform of services and solutions to give advisors vision, voice and value. 

There for the advisors... There for the journey.


Debt Financing




Org chart

Cindy Sowell
Executive Vice President
Daryl Seaton
Jason Inglis
Chief Revenue Officer
Carl Irico, CFP
Director, Trek Wealth Solutions

Behind the scenes


Teamwork Triumphs - Go above and beyond

Teamwork always wins * Help each other out even when it's not your job or after 5PM

Commitment Counts - Do what you say

First time, every time * Own your commitments

Passion Prospers - Care about what you do

Passion, desire & drive for excellence * No half-hearted efforts

Mindset Matter - Attitude is everything

Don't be a jerk & Don't suck * Be enthusiastic * Positivity goes a long ways

Relationships Rule - We're a family

Have each other back * Critique in private

Two candidates
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