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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

Adam Gilmore

Chief Operating Officer and Partner

PJ McDaniel

Chief Growth Officer

Christopher O. Koon

Partner

Suneel Garg MBA, CLU®

Partner

Our Executive Leadership

Daniel Trgovich CFA®

Director of Investments

Jenny M. Meassick

Chief Marketing Officer

Jeffrey Schaumburg CFA®, MBA

Chief Financial Officer

Advisors

Bevan Gourley

Advisor

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

Advisor

Tommy OToole AWMA®

Advisor

Ian Powers

Associate Financial Representative

Heather Stonebarger

Associate Financial Representative

Sid Subramanyam

Advisor

Britton Heath Wilson

Associate Financial Representative

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

Brook Giacoppi

Client Service Representative

Mady Gilkin

Marketing and Client Relations Manager

Rachel Kirksey

Executive Assistant

Haig Kondayan MBA, CFP®

Wealth Management Advisor

Broc Losing AWMA®

Portfolio Manager

Chelsea A Miller

Associate Financial Representative

Joshua A. Milton CLTC®

Financial Planning Associate

Kathy Mustain

Client Service Manager

Amanda Olson

Client Service Associate

Harper Phillips

Marketing Coordinator

Blake Riley

Financial Planning Assistant

Bill Robuck

Retirement Plan Specialist

Jamie Weber Schneider

Walter Stubbings

Research Analyst

Justin Tate

Portfolio Manager

Bethany Walmer

Financial Planning Assistant

Shelli Wassall

Executive Assistant