National Team Members

 

Kent Elwell, CRPC©

Managing Director - Institutional Sales | Northern USA

Ken Coffman

Managing Director - Institutional Sales | Southern USA

Josh Miller

Acting Director - Internal Sales

 
 

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

Acting Director of Internal Sales
(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

 
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