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Colin H

CFP®, Series 65

Flagstaff, AZ

Sowell Management

Colin Hughes is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Sowell Management. He previously worked at Four Peaks Wealth Management and has been self-employed since 2009. His outside activities include insurance sales and services. Sowell Management is a multi-team registered investment adviser that supports individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios and third-party manager selection while providing business support to over 100 independent advisory representatives.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Matthew M

CFP®, Series 65

Flagstaff, AZ

Sowell Management

Matthew McMahon is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sowell Management Services since 2018 and previously at Four Peaks Wealth Management, LLC from 2015 to 2018. McMahon is also a licensed insurance agent since 2010. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management and financial planning services through over 100 independent investment adviser representatives, employing multiple management styles and a variety of investment solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Joseph L

Series 65

Flagstaff, AZ

Sowell Management

Joseph Lynch is a financial advisor with Sowell Management in Flagstaff, AZ, holding a Series 65 license and five years of industry experience. Prior to joining Sowell Management, he worked at Strategic Financial Planning, LLC, Vora Wealth Management, and the National Bank of Arizona. Outside of his advisory role, he is the president and owner of CMON6 Inc., a sales and data management business, and also works as a marketing specialist for Veregy, LLC, a construction company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through an independent-contractor model with over 100 investment advisor representatives and employs multiple management styles including strategic and tactical allocation, individual equity selection, and customized portfolio designs.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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