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In-House Team

Socium Advisors is proud to have a deep bench of experts equipped to serve you and your family now and for generations to come. Our team is highly skilled and credentialed, and we maintain crossover in our roles to ensure there are multiple people who are up to speed and ready to serve you.

Our Partners

Scott Underwood

Founder and CEO

Tripp Kelly

Partner

Michelle Magner RICP®, CLU®, ChFC®, CASL®

Partner

Justin B. Boeving Sr.

Partner

Our Executive Leadership

Maura Shaughnessy

Chief of Staff

Adam Gilmore AWMA®

Chief Operating Officer

Daniel Trgovich CFA®

Director of Investments

Jordan Rea

Director of Human Resources

Jenny M. Meassick

Chief Marketing Officer

PJ McDaniel

Chief Growth Officer

Our Team

Jodalyn Ake

Client Service Associate

Emily Anderson

Client Service Representative

Sarah Anderson

Executive Assistant

Jackie Ayala

Client Service Manager

Douglas Baxendale

Business Development

William Cole

Research Analyst

Heather Foppe

Client Service Manager

Stamo C. Georgiou

Business Manager

Bevan Gourley

Advisor

Adam Heath CFP®, CLU®, ChFC®, RICP®, AWMA®

Advisor

Haig Kondayan MBA, CFP®

Wealth Management Advisor

Broc Losing AWMA®

Portfolio Manager

Marlene Lupas

Client Service Manager

Joshua A. Milton CLTC®

Financial Planning Associate

Kathy Mustain

Client Service Manager

Amanda Olson

Client Service Representative

Tommy OToole AWMA®

Advisor

Harper Phillips

Marketing Coordinator

Bill Robuck

Retirement Plan Specialist

Heather Stonebarger

Associate Financial Representative

Walter Stubbings

Research Analyst

Sid Subramanyam

Advisor

Justin Tate

Portfolio Manager

Bethany Walmer

Financial Planning Assistant