Meet the Team
Behind every great advisor is a great support team. Our experienced
professionals bring financial industry knowledge, reliability, and a genuine commitment
to helping J.W. Cole Advisors serve their clients and grow their practices.
Eileen Carns
Founder & Managing Director
Our founder Eileen brings a blend of big-picture thinking and hands-on experience. She sets the tone for everything we do. With nearly 15 years of experience in the investment industry, she understands the day-to-day challenges financial advisors face and the importance of delivering responsive, dependable support.
Executive Administrative Consultant
Kaitlin McLaughlin
Kaitlin has a strong background in administrative leadership and client support, which makes her equipped to create and implement new office processes, onboard new resources to existing employees, and train new employees from the ground up.
Danielle Diaz
Executive Assistant
With over 25 years of experience in the financial services industry, Danielle brings extensive industry knowledge, strong organizational skills, and a keen attention to detail. She provides reliable, thoughtful support that helps advisors and their teams operate efficiently and focus on what matters most, their clients.
Client Relationship Specialist
Margeaux Reinert
Margeaux has almost a decade of experience delivering high-quality support within the financial services industry. She is skilled in managing client relationships, resolving complex service inquiries, and ensuring a seamless client experience.
Executive Administrative Consultant
Dulce Fisher
Dulce has over 15 years of customer service experience, with strong communication and relationship-building skills. She is attentive to client needs, dependable in her follow-through, and committed to providing thoughtful, personalized service.
Administrative Assistant
Adrijana Powell
With a Bachelor of Science degree in Economics and an extensive background in banking, Adrijana brings strong analytical abilities and excellent organizational skills in addition to her industry knowledge.
