Management Team
 Rick Lowndes
Managing Associate
133 River Landing
Charleston, SC 29492
Phone: 843-971-1899 Fax: 843-971-1886
rlowndes@nefccm.com
Rick Lowndes is a Managing Associate in the Daniel Island location. He has over 14 years of experience in the financial services industry and joined Carolina Capital Management in 2006. He has a B.A. Degree in Communications from the College of Charleston.
Rick is very active in his community and is a long time member of the Exchange Club of Charleston, where he has served on the board in many capacities as well as the 2007 -2008 President. He is also a memebr of the Evening Exchange Club. He is a native of Charleston and lives in Mount Pleasant with his son.
Scott Wells, CFP® 
Registered Representative
Financial Planner
Managing Associate
133 River Landing Drive
Charleston, SC 29492
Phone: 843-971-1899 Fax: 843- 971-1886
jwells@nefccm.com
Scott Wells is our Financial Planning Professional and also serves as our Education and Training Director. He is located in the Daniel Island office. Scott has over 20 years of Financial Services experience, with most of his concentration in investments and personal financial
services. He attended Duke University where he received a degree in Economics. Scott is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Scott lives in Mount Pleasant with his wife, Lua. They have one son and one daughter.
G ail Rodriguez
Office Manager
133 River Landing Drive
Charleston, SC 29492
Phone: 843-971-1899 Fax: 843-971-1886
grodriguez@nefccm.com
As the Office Manager, Gail brings over 18 years experience in the clerical field. She also brings over 8 years of experience in the insurance industry and is working towards her FMLI designation. Gail handles all of the day-to-day operations of the office as well as personnel support of the staff and agents.
Gail lives with her husband in Ladson. She is the mother of two and has two grandchildren.
Sunnie Christiansen
Marketing Director 
133 River Landing Drive
Charleston, SC 29492
Phone: 843-971-1899 Fax: 843-971-1886
schristiansen1@nefccm.com
Sunnie joined our firm in 2004 and brings over 15 years of marketing and event planning experience in the financial services industry. As the Marketing Director, her goal is to promote the agency's image, build community awareness, assist in the development of target markets, provide support as liaison for Carolina Capital Management and local charitable organizations, and recruit new agents.
Sunnie attended Southern Wesleyan University. She is a 2 time NEF Agency Builder Award Qualifier. She lives in Mount Pleasant with her 3 children, Peyton, Logan, and Charlton.
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