Professionals

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC, President James is a native of Orlando and is the founding shareholder and President of Ferrell Wealth Management, Inc. and the co-founding shareholder of Chastang, Ferrell, Sims & Eiserman, L.L.C (now LarsonAllen). Prior to the formation of Chastang, Ferrell, Sims & Eiserman, L.L.C. and Ferrell Wealth Management, Inc. (formerly CFSE Wealth Management, Inc.), James served as a senior consultant in the tax department of Price Waterhouse.  Mr. Ferrell holds designations as a Certified Public Accountant  (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC) and is a  member of the American Institute of Certified Public Accountants,  Florida Institute of Certified Public Accountants and Investment Management Consultants Association (IMCA).   James graduated summa cum laude from the University of Central Florida with a double major in Accounting and Finance and received a Master in Business Administration with a Finance specialization from Florida State University.  Mr. Ferrell is actively involved in local organizations including:  Morning Star Charities, Inc. (President), Winter Park Chamber of  Commerce, University of Central Florida Foundation (Chairman of Investment Committee), Winter Park YMCA  (Board of Directors), and The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), and is an inductee into the UCF College of Business Administration Hall of Fame.  jferrell@ferrellwm.com Crystal Garner, Vice President - Relationship Management, Senior Financial Advisor  Crystal is V.P. of Relationship Management and a Senior Financial Advisor for Ferrell Wealth Management. Crystal builds trusting relationships with clients and ensures their requests, objectives and expectations are met or exceeded.   Through frequent contact and a deep understanding of each client’s situation, she proactively addresses needs, concerns or relevant changes clients may be experiencing or need to prepare for. Crystal is passionate about delivering superior service, and is always eager to provide guidance, reassurance, insight, solutions & peace of mind. Crystal also oversees the many facets of daily operations for the firm and coordinates the activities of staff, account custodians, secondary managers and other partners in the consulting process.  A native of Florida, Crystal has worked in the industry for over 15 years and has been with the firm since its inception. Crystal is a registered Investment advisor and graduated Cum Laude from Rollins College in Winter Park with a Bachelor’s Degree in Organizational Communication. She is a member of the Winter Park Chamber of Commerce and regularly participates in Executive Women’s functions within the community.   cgarner@ferrellwm.com    J.L. Hurt IV, MBA, Senior Financial Advisor & Portfolio Manager J.L. serves as a Financial Advisor and Portfolio Manager for Ferrell Wealth Management. In addition to providing independent, objective guidance to clients, he is also responsible for performing research and analysis on investment vehicles.  J.L. also ensures that allocations among investment choices are aligned with each client’s objectives.  J.L. combines personal attention, his passion for analysis, and his background in portfolio management to help clients determine and reachtheir financial goals.   Before joining Ferrell Wealth Management, J.L. worked for ICC Capital Management as an Assistant Portfolio Manager managing the firm's large cap growth strategy which had assets in the $200 million range.  Mr. Hurt was responsible for both the qualitative and quantitatve anaylsis for the portfolio.  J.L. was also a research analyst for the Multi-Cap strategy which had assets in excess of $1 billion.     J.L. obtained his Bachelor’s degree in Business Administration from Rhodes College in Memphis, Tennessee and his MBA from Rollins College CrummerGraduate School of Business.  Mr. Hurt is a native of Winter Park and is involved in the Winter Park Chamber of Commerce and the Winter Park YMCA (Board of Directors).     jhurt@ferrellwm.com      Eric Faber, Financial Advisor Eric is a Financial Advisor for Ferrell Wealth Management and is currently working toward obtaining CFP® certification. He is responsible for assisting clients in setting and achieving their long-term financial goals.  Eric is a native of Orlando and a graduate of Rollins College where he obtained a Bachelor’s degree in Political Science and played Division II basketball earning All-American honors.  Eric is pursuing a Master of Business Administration from the University of Central Florida. Before joining the Ferrell Wealth Management team, Mr. Faber worked as a sales representative for both Pepsi Bottling Group and GlaxoSmithPharmaceuticals.  Eric is a board member for the Association for Corporate Growth of Orlando.   efaber@ferrellwm.com   Stephanie Galvin, MBA, Portfolio Manager Stephanie is a Portfolio Manager for Ferrell Wealth Management. In addition to maintaining the firm’s portfolio management system and ensuring accuracy of account data, Stephanie also assists with financial planning and portfolio analysis.   Stephanie is responsible for quarterly reporting and billing and the firm's marketing efforts.   Stephanie obtained her Finance degree from the University of Central Florida and is currently pursuing a Master of Business Administration.  She is a member of the Morning Star Charities board and is involved with the UCF College of Business Alumni Association.  sgalvin@ferrellwm.com Sean Olenek, Financial Advisor and Business Development Sean Olenek is a Financial Advisor for Ferrell Wealth Management and is responsible for helping clients with multifaceted decisions that impact their financial success.  He primarily focuses on developing new relationships and sharing how the firm can assist individuals and families achieve their long-term goals.  As an Orlando native, Sean attended Trinity Preparatory School and went on to earn a scholarship to play Division I baseball at Mercer University as an Academic All American.  He then transferred to Florida State University, where he received a Bachelor of Science in Finance.  Sean is a member of the Trinity Preparatory School Alumni Advisory Board, the Florida Citrus Sports Club, and the Seminole Boosters.   solenek@ferrellwm.com      Cherie Seidule, Relationship Consultant Cherie serves as the firm’s Relationship Consultant and is responsible for preparing correspondence & applications, scheduling appointments, updating portfolio information and maintaining client records. She also assists with quarterly reporting, billing and website updates; and she facilitates the exchange of critical tax information with CPAs.  Cherie is a native of Florida and attended Valencia Community College.  Prior to joining the Ferrell Wealth Management team, she worked as a supervisor in the banking industry for ten years.  Cherie is a member of the Morning Star Charities board.    cseidule@ferrellwm.com      Elaine Kirchner, Compliance Officer & Firm Administrator  Elaine is the Compliance Officer for Ferrell Wealth Management and is responsible for monitoring and evaluating the activities of the firm to ensure all Federal, State and regulatory industry rules are being adhered to. In addition to maintaining all periodic filings with the SEC and the State of Florida, she also provides multi-faceted operational support to the team. Mrs. Kirchner has broad experience in human resource management and administration. Before joining Ferrell Wealth Management, she served in strategic leadership roles for both established and development-stage companies here in Central Florida. She holds a Bachelor’s Degree from Florida State University. ekirchner@ferrellwm.com