If you are missing a link, not sure what step comes next, having trouble with documents, or missing access to a system, do not guess. Use this page to find the right contact for the issue you’re dealing with. During onboarding, your admin contact is Sofia Arrastia, and the systems guide lists her as the contact for missing system invites or access issues at [email protected].

Use the guide below so your question goes to the right person the first time. If you are not sure, contact onboarding support first and do not guess.
If you have a question about what step comes next, a missing link, your onboarding form, or a general onboarding issue, contact the company admin first.
If you are missing access to a system, did not receive an invite, or cannot get into a tool you were assigned, contact the company admin.
If you have questions or concerns about the content of any onboarding document before signing, contact your broker directly before you sign it.
If your question is office-specific, broker-related, compliance-related, or tied to your branch location, contact the broker for your office.
Ask early. Do not guess. Missing steps, unsigned documents, and access problems are easier to fix early than later.

Use the contact below for your branch office. If you are not sure which office applies to you, ask before moving forward. Do not guess.


Broker: Jerardo Rodriguez
Email: [email protected]
Phone: (407) 285-3162
Address: 907 Hillcrest Road STE J, Mobile, AL 36695


Broker: Kim Moody
Email: [email protected]
Phone: (251) 599-7178
Address: 25369 US 98, Suite D-1, Daphne AL 36526


Broker: Susan Shelton Glenn
Email: [email protected]
Phone: (205) 777-1552
Address: 1 Perimeter Park S, Birmingham, AL 35243


Broker: Karen Kelso
Email: [email protected]
Phone: (407) 285-3162
Address: 3933 Moffett Rd, Mobile, AL 36618


Broker: Shundra Barnes
Email: [email protected]
Phone: (251) 463-0735
Address: 802 Hwy 43 S Suite E, Saraland, AL 36571


Broker: Kim Moody
Email: [email protected]
Phone: (251) 599-7178
Address: 25369 US 98, Suite D-1, Daphne AL 36526


Broker: Liz Brooks
Email: [email protected]
Phone: (228) 990-9239
Address: 2112 Bienville Blvd. Ste H-2, Ocean Springs, MS 39564


Broker: Jerardo Rodriguez
Email: [email protected]
Phone: (407) 285-3162
Address: 907 Hillcrest Road STE J, Mobile, AL 36695
251-265-1230 | [email protected]
907 Hillcrest Road STE J, Mobile, AL 36695
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