Sandlapper Wealth Management and its Advisors bring decades of knowledge and experience through various market conditions and cycles, so our clients can spend their time worry-free.
Trevor L. Gordon
Founder and CEO
Office: (864) 679-4701, ext.101 | Fax: (864) 672-1478
Trevor Gordon is the Owner, Founder, Managing Member, and CEO of Sandlapper Capital Investments, LLC. He is also Founder and CEO of SANDLAPPER Securities, LLC (member FINRA/SIPC), Sandlapper Insurance Services, LLC and Sandlapper Wealth Management, LLC (collectively “Sandlapper Companies”). In addition Mr. Gordon is also a principal, Founder and CEO of TSWR Fund Management, LLC and TSWR Development, LLC, principal and President of TIC Properties, LLC, principal and President of Capital Markets for Poinsett Capital Advisors, LLC and a principal in TIC Properties Management, LLC and the CapHarbor Group of Companies.
Prior to establishing the Sandlapper Companies, Mr. Gordon held positions of President with affiliated real estate investment firms, VP of Sales and Marketing for a prominent real estate investment firm in California, RVP of Sales with a large NY based mutual fund company, AVP of research and marketing for a large regional broker-dealer and in retail production for national and regional wirehouse broker-dealers. He began his career 22 years ago literally at the bottom as mail distribution clerk with a large regional wirehouse broker-dealer.
Mr. Gordon is active within his professional industry as well as his community. He is a member of and past chair of the marketing committee for the Real Estate Industry Securities Association (formerly the Tenant-In-Common Association) and a member of the Society for Financial Professionals. Mr. Gordon also gives of his time locally and serves as a current and past member of the Board of Directors for the Center for Developmental Services (www.cdservices.org) in Greenville, SC.
A graduate of Kennedy Western University, he earned both Master’s and Bachelor’s of Business Administration degrees. He currently holds FINRA Series 7, 24, 31, 63 and 65 licenses and previously held the Florida Group 1 license. Mr. Gordon is also a Life Member of the Veterans of Foreign Wars of the United States (VFW) and entered the financial services industry upon returning from service in the Gulf for the U.S. Army in 1991.
Direct: (864) 438-3418 | Fax: (864) 631-1902
Mark Reinstein is president of SANDLAPPER Securities (Member FINRA/SIPC) and Sandlapper Wealth Management. His responsibilities include expanding the firm, interacting with current advisors, and managing portfolios for his clients. Mr. Reinstein joined Sandlapper in 2014 through the merger of Colony Park Financial into the Sandlapper family of companies. Mr. Reinstein has been president of Colony Park since 2001 where he built the firm from the ground up. He began his career in the securities industry in 1986 and during that time he held sales positions at two of the largest firms on Wall Street as well as executive positions at boutique and independent firms.
Mr. Reinstein volunteers his time to the community through his church and his children’s schools as well as a past mentor in the Big Brothers Big Sisters organization. He spends his free time with his wife of 21 years, Kelli and their four children.
Mr. Reinstein is a 1984 graduate of the University of Georgia’s Terry School of Business. He currently holds FINRA Series 7, 63, 24, 66, 4, and 28 licenses as well as several state insurance licenses.
Chief Compliance Officer, Chief Operating Officer
Office: (770) 886-3993 | Fax: (864) 631-1902
Bjorn Jordan is the Chief Operations Officer (COO) for SANDLAPPER Securities, LLC. Mr. Jordan also is the COO and the Chief Compliance Officer (CCO) for Sandlapper Wealth Management, LLC. He oversees all day to day operations for both entities and handles all compliance responsibilities for Sandlapper Wealth Management. Mr. Jordan joined SANDLAPPER in 2014 through the merger of Colony Park Financial into the Sandlapper family of companies. Prior to joining Sandlapper, Mr. Jordan was the acting COO and CCO of Colony Park Financial Services, LLC. He worked for Colony Park Financial since its inception in 2001.
Mr. Jordan is a 2000 graduate of the University of Colorado’s Leeds School of Business with a major in Finance. He currently holds FINRA Series 7, 63, 24, 66, and 53 licenses.
Mr. Jordan volunteers his time to the community through his church and his son’s school. When he is not spending his free time with his wife and son, he enjoys playing competitive soccer and building pretty much anything.
Chief Marketing Officer
Office: (312) 505-1014 | Fax: (864) 631-1902
Marlene Arteta is Chief Marketing Officer for SANDLAPPER Securities, LLC (Member FINRA/SIPC). In addition, she is the Chief Marketing Officer of Sandlapper Capital Investments, LLC and Sandlapper Wealth Management where her duties include marketing and sales. She is also Vice President of Marketing for Poinsett Capital Advisors, LLC and Vice President of Marketing for TIC Properties, LLC.
Mrs. Arteta has more than 20 years of experience in the financial services marketing arena, holding various marketing positions for a national mutual fund company, the Chicago Board Options Exchange and several prominent TIC sponsors. In addition, she was the first employee of the Tenant-In-Common Association (now the Real Estate Industry Securities Association) where she saw membership grow more than 200% during her 18-month tenure.
She earned a master’s degree in financial services marketing from DePaul University and a bachelor’s degree in English from the University of Illinois at Chicago. She holds FINRA Series 22 and 63 licenses.
Office: (864) 679-4701, ext. 117 | Fax: (864) 631-1902
Office: (864) 679-4701, ext. 115 | Fax: (864) 631-1902
Tyler Smith is a Client Services Associate for SANDLAPPER Securities, LLC (Member FINRA/SIPC). His duties include assisting clients including setting up new accounts and answering questions about services or the status of orders. He is also the Operations Manager for Sandlapper Wealth Management, LLC. He joins SANDLAPPER Securities from Colony Park Financial Services, where he was an operation and compliance assistant.
Carolyn M. Jenkins
Office: (864) 679-4701, ext. 112 | Fax: (864) 631-1902
Sandlapper Wealth Management
SANDLAPPER FINANCIAL CENTER
800 East North Street, Second Floor | Greenville, South Carolina 29601
(866) 502-5372 toll free | (864) 631-1902 fax
Copyright © 2015 SANDLAPPER Wealth Management, SANDLAPPER FINANCIAL CENTER, 800 East North Street, Second Floor, Greenville, SC 29601 (864) 679-4701 All Rights Reserved.
Sandlapper Wealth Management, LLC is an SEC-registered investment adviser.