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Sozo Private Wealth is privileged to have a team of professionals who provide excellent client care at every level. We stand committed to providing the best customer experience possible. No matter the challenge or need, our team is ready to assist you at any time.

Brent R Burke CFP®, CLU®, ChFC®, CASL®, RICP®

Partner and Private Wealth Advisor

Justin Neal CFP®, MSFS, ChFC®, CLU®, CASL®

CEO, Partner and Private Wealth Advisor

Steven F. Carroll CFP®, RICP®, ChFC®

Partner and Private Wealth Advisor

Jon Rhodes CFP®

Associate Private Wealth Advisor

Laura Marie Swafford CFP®

Financial Planning Specialist

Kyle Brady

Financial Planning Specialist

Jeremy McGrath

Financial Planning Specialist

Katy Remley CLTC®

Insurance Operations Manager

Sawyer Green

Private Wealth Operations Lead

Chris Hughes

Financial Planning Analyst

Brianna M Blankenship

Financial Planning Analyst

Elizabeth B Julian

Marketing and Client Relations Manager

Caroline Wynia

Marketing and Client Relations Specialist

Kyle Wilson CFP®, WMCP®, RICP®, ChFC®, CLU®

Chief Operating Officer and Partner

Affiliates

Sozo Private Wealth is delighted to align with advisors who share our core values, enjoy working together to find solutions, and who are motivated to think creatively about improving the client experience.

Stephen McLain

Financial Representative

Jon Blankenship

Financial Advisor

Drew F Dempsey

Financial Advisor