National Sales Team

External Sales Contacts

Ken Coffman

Managing Director - Institutional Sales | Southern USA
(239) 431-­3517
kcoffman@capitalwealthplanning.com

Kent Elwell

Managing Director - Institutional Sales | Northern USA
(239) 431-­3486
kelwell@capitalwealthplanning.com

 

 

Internal Sales Contacts

Josh Miller

Southeast Region
(239) 404-­0890
jmiller@capitalwealthplanning.com

Jodi Phillips

Director of Operations & Client Relations
(239) 593-2100 Ext. 412
jodi@capitalwealthplanning.com

John Watkins

Director of Marketing
(239) 330-4162
jwatkins@capitalwealthplanning.com