Marketing & Client Service Team

Brian Monroe

Co-Founding Principal
Director of Marketing & Client Service
Start of Sawgrass Career: 1998

Mr. Monroe is a Principal of Sawgrass and directs the firm’s marketing, client service and new business efforts. He serves on several of the firm’s committees, including management and strategic planning.

Prior to Sawgrass, he spent four years at Barnett Capital Advisors, Inc., directly responsible for all national market sales, new business development, and developing and serving client and consultant relationships in the Florida and national marketplace. He also spent five years working at SEI Capital Resources in their New York City office, serving as Primary Consultant to institutional plan sponsors in the corporate endowment, foundation, Taft-Hartley and hospital industries.

His educational accomplishments include a B.S. and M.B.A. in Finance from Providence College and a Series 65 License. He is the co-founder of the Jacksonville-based charity, Serving Up A Cure, which facilitates research for two local cancer organizations. He has also been a committee member for the Association of Investment Management Sales Executives (AIMSE) for the past 20 years.

Lori Bayler, CPPT

Sales Enablement Manager
Start of Sawgrass Career: 2003

Ms. Bayler is Sales Enablement Manager at Sawgrass, responsible for a variety of sales, marketing and client service efforts, including the firm’s marketing materials, presentations, responses to request for proposals and consultant questionnaires, and database maintenance.

Her educational accomplishments include graduating Summa Cum Laude and with Baccalaureate Honors with a B.B.A. in Marketing & Management from the University of North Florida.

Khajasta Nichols

Office Manager
Start of Sawgrass Career: 2022

Mrs. Khajasta Nichols is an Office Manager at Sawgrass, responsible for a variety of office duties, including accounts receivable and accounts payable.

Prior to Sawgrass, she was working as an Office Manager, and spent four years working as an Executive Assistant in Dubai. Prior to that, she spent five years working for the national airline of the United Arab Emirates as a Flight Attendant.

Her educational accomplishments include attending Seneca College in Toronto, Canada.