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(865) 226-9982 [email protected]

Team

Our financial professionals work with you, not just for you.

Partners

Scott Fisher, CFP®, BFA™
Scott Fisher, CFP®, BFA™

Senior Partner | Wealth Advisor

Jeff Foster, CFP®
Jeff Foster, CFP®

Senior Partner | Wealth Advisor

Jeff Sweat, CFP®
Jeff Sweat, CFP®

Senior Partner | Wealth Advisor

Luke Bowes, CFA
Luke Bowes, CFA

Partner | Director of Practice Management

Our Story

How it all began, where we are now, and our vision for the future.

Our Story

Team

Jill Bertke, CFP®
Jill Bertke, CFP®

Wealth Advisor | Senior Financial Planner

Kallee Botkin
Kallee Botkin

Brand Manager

Shane Caldwell, CFP®
Shane Caldwell, CFP®

Wealth Advisor

Cindy Card
Cindy Card

Client Care Coordinator

Andrew Cochran, CFP®
Andrew Cochran, CFP®

Wealth Advisor

Michael Griffin Conaty
Michael Griffin Conaty

Wealth Advisor

Shawna Davis
Shawna Davis

Director of Business Operations

Robert Eddins, CFP®
Robert Eddins, CFP®

Wealth Advisor | Compliance Officer

Jennifer Ensworth
Jennifer Ensworth

Client Service Professional

Robin Farris
Robin Farris

Client Service Professional

Clint Foster
Clint Foster

Wealth Advisor

Jacob Franke
Jacob Franke

Service Analyst

Richard D. Gardner, MBA, CFP®
Richard D. Gardner, MBA, CFP®

Wealth Advisor

Jarrett Gibson
Jarrett Gibson

Associate, Candidate for CFP® Certification

Judye Gribble
Judye Gribble

Client Service Professional

Kristi Hill
Kristi Hill

Service Advisor

Josh Klinger, J.D., CFP®
Josh Klinger, J.D., CFP®

Wealth Advisor

Bob Labout, ChFC®, CDFA®
Bob Labout, ChFC®, CDFA®

Wealth Advisor

Jesse Loveday, CRPC®
Jesse Loveday, CRPC®

Director of Business Development

Jack Maloney
Jack Maloney

Wealth Advisor

Melissa Mijares
Melissa Mijares

Wealth Advisor

Jimmy Munsey, AAMS®
Jimmy Munsey, AAMS®

Wealth Advisor

Burt Peake, Jr.
Burt Peake, Jr.

Wealth Advisor

Allyson Phillips
Allyson Phillips

Client Service Specialist

P. Keith Sharp
P. Keith Sharp

Wealth Advisor

Brenda Shepherd
Brenda Shepherd

Client Service Specialist

Katie Slate
Katie Slate

Client Service Professional

Jayme Summers
Jayme Summers

Client Service Professional

Jess Valentine
Jess Valentine

Client Service Professional

Joseph Williams
Joseph Williams

Service Advisor

Lisa Wyrick
Lisa Wyrick

Client Service Specialist

Tom Young, CFP®
Tom Young, CFP®

Wealth Advisor

Become empowered with a plan

We remove the complexity