Our Team - Sovereign Financial

Greenville, SC

217 W Stone Ave.
Greenville, SC 29609

sovereign@oneascent.com

Advisors

Mike Kuckel

CEO | Senior Lead Advisor

Will Hines

President | Lead Advisor

Bob Felts

Senior VP | Lead Advisor

Daniel Milks

VP, Portfolio Strategy | Lead Advisor

Client Service

Kelly Tripp

Client Service Specialist

Investments

Cole Pearson

VP, Investment Solutions

John Siverling

Director of Private Markets & Impact Advocacy

Nathan Willis

Director of Portfolio Strategy

Tom Mueth

Senior Portfolio Specialist

Will Sorrell

Investment Solutions Manager

Rob Riley

Investment Analyst

Operations

Rob Grubb

Chief Operations Officer

Charlie Watkins

Wade Johnson

Director, Transition and Operations

Jamie Labello

Operations Manager

Ross Thompson

Operations Associate

Savannah Stewart

Marketing Associate

About

Individual Investors

Institutional Investors

Sovereign Financial

217 W Stone Ave.
Greenville, SC 29609

sovereign@oneascent.com

An Independent Firm of OneAscent Financial

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