Our Partners

Dennis Covington, CFP®
Brentwood
Financial Planner
Darwin Beard
Tupelo
Financial Planner
Bennett Lebowitz
Memphis
Financial Planner
Spencer Cultra
Memphis
Financial Planner
Brad Burcham
Chattanooga
Financial Planner
Brent Christian
Knoxville
Financial Planner
Charles V. Collins, ChFC
Chattanooga
Financial Planner
Tim Daniell, CLTC, LUTCF
Chattanooga
Financial Planner
Andy Faught, CFA, CFP®
Nashville
Managing Partner & Financial Planner
Brad Gooch
Nashville
Financial Planner
Richard A. Jones, CFP®
Memphis
Financial Planner
Bavy Lopez
Knoxville
Financial Planner
Tammy Paxton, CFP®
Nashville
Financial Planner
Jason L. Peeples, CFP®
Memphis
Financial Planner
Bryan Powell, CFP®
Knoxville
Financial Planner
Planning Department, Sr.Planner
Chris Robinette, MBA, LUTCF
Nashville
Financial Planner
Chris Rogers, RICP®, AWMA
Nashville
Financial Planner
Planning Department, Sr. Planner and Investment Specialist
Abby Spaulding, CFP®
Nashville
Financial Planner
Jeff Turner, CFP®, CLU, ChFC, AEP®
Chattanooga
Financial Planner