Team
Our financial professionals work with you, not just for you.
Partners
Jeff Foster, CFP®
Founding Partner | Wealth Advisor
Scott Fisher, CFP®, BFA™
Founding Partner | Wealth Advisor
Jeff Sweat, CFP®
Founding Partner | Wealth Advisor
Perry Chesney, CFP®
Managing Partner | Wealth Advisor
Luke Bowes, CFA
Managing Partner
Our Story
How it all began, where we are now, and our vision for the future.
Team
Jill Bertke, CFP®
Wealth Advisor | Senior Financial Planner
Kallee Botkin
Brand Manager
Shane Caldwell, CFP®
Wealth Advisor
Cindy Card
Client Care Coordinator
Andrew Cochran, MBA, CFP®
Wealth Advisor
Michael Griffin Conaty
Wealth Advisor
Shawna Davis
Director of Business Operations
Robert Eddins, CFP®
Wealth Advisor | Compliance Officer
Jennifer Ensworth
Client Service Professional
Jacob Franke
Service Advisor
Richard D. Gardner, MBA, CFP®, ChSNC®
Wealth Advisor
Jarrett Gibson, CFP®
Financial Planner
Grace Girard
Intern | Student at UT Knoxville
Ben Gleneck, CFP®, CRPS®, AIF®
Director, Corporate Retirement Consultants
Katie Hammonds
Service Advisor
Dylon Hibbard
Business Development Coordinator
Andrew Hoffman
Service Advisor
Greer Mangina
Service Analyst
Johnny Mary, CPA
Director of Tax Planning
Melissa Mijares, MBA, CFP®
Wealth Advisor
Michelle Phillippi
Client Service Professional
Allyson Phillips, FPQP®
Service Advisor
Megan Ryan
Client Service Professional
Tyler Seymour, MBA
Trading and Portfolio Associate
Brenda Shepherd
Client Service Specialist
Josh Stidham, CFP®
Wealth Advisor
Jess Valentine
Client Service Professional
Joseph Williams, CFP®
Wealth Advisor
Amanda Wilson
Service Advisor
Lisa Wyrick
Client Service Specialist
Become empowered with a plan
We remove the complexity