Roger grew up in Maryville, Tennessee, and earned his Bachelor’s degree in business and leadership management from Lincoln Memorial University.
In 1996 he began his career in financial planning with American Express Financial Advisors. Roger then spent eleven years in various advisory roles at AmSouth and SunTrust Banks. As High Net Worth Client Advisor at SunTrust, he provided comprehensive financial management and advice to the bank’s high-net worth clientele.
He conducts a monthly roundtable call with advisors across the country and shares financial commentary in various publications, including Knoxville News Sentinel Business Journal and Cityview Magazine.
Roger supports United Way of Anderson County, American Cancer Society’s Relay for Life, Fort Loudon Lake Association, and Animal Works. He also helps startups gain access to resources and capital through his involvement with Three Roots Capital, Lighthouse Fund, and Angel Capital Group.
During his time away from the office, Roger enjoys hiking with his wife Janice and cycling for the Visionary Horizons Team.
Mike earned his Bachelor’s degree in Business Administration from The University of Tennessee where he majored in Transportation & Logistics and minored in Finance. He also holds an MBA with a concentration in Finance from the University of Tennessee.
Over the last thirty years, Mike has served in analytical, managerial, and consultative roles in various industries, including transportation, distribution, logistics, and finance industries. He worked at Frito Lay for just under one year; at Kimberly-Clark Corporation for seventeen years; and at Central Communications & Electronics, Inc. for six years as General Manager.
He has also been a leader or volunteer for other charitable and civic organizations: ARC-USA (President of the Board of Directors), Church Street United Methodist Church’s Soup Kitchen, Bible Study Fellowship (Group Leader), Junior Achievement, and Dave Ramsey’s Financial Peace University.
When he’s away from the office, Mike enjoys vacations with his wife, Kim, and daughter, Michelle, racquetball, and watching sports. He is an unapologetic University of Tennessee, Dallas Cowboys, and Atlanta Braves fan.
Terri grew up in Knoxville, Tennessee, and she has worked in the financial industry her whole career.
While in banking, she was a teller, head teller, customer service representative, assistant manager, and customer service representative trainer. In 1992 Terri moved to the trust and investment arena, and for the next seventeen years she worked as a trust officer to help high net worth clients achieve their financial goals.
During that time Terri graduated from Cannon Trust School and National Trust School. As a Certified Trust and Financial Adviser, she focused on trust administration, estate settlement, and business development.
Originally from Harriman, Chris graduated from The University of Tennessee, Knoxville, in 1996 with a Bachelor of Arts degree, and in 2007, he earned an Executive MBA from the International University of Monaco. A lifelong learner, Chris is currently pursuing his doctorate degree from Lincoln Memorial University.
Early in his career, Chris worked as an institutional equity trader in Atlanta and as a Global Securities Specialist with Deutsche Bank in Nashville. After moving to UBS Financial Services, Inc., he worked as a relationship manager and equity specialist in the Global Wealth Management division.
Chris has over fifteen years of experience in financial services and holds a Series 7, 24, 55, 63, and 65 FINRA license, as well as life and health insurance licenses in Tennessee.
Joe was born in Charleston, West Virginia, and moved to Kentucky in 1962. He graduated from Bryan Station High School in Lexington in 1972 and from Somerset Community College in 1976.
Joe has always admired his parents for running successful restaurant, Ellis Dairy Dee in Russell Springs, Kentucky, for twenty-one years while also rearing his four brothers and one sister. From 1980 to 1986 he worked with them as part owner and operator.
In April 1986 Joe took a job with Walmart where, for the next twenty years, he served as Assistant Manager or Store Manager. He also spent another eight years as an hourly employee before retiring in April 2014 and devoting his time to family and the insurance and investments business.
Joe and his wife Tammie have five children and two grandchildren—four-year-old Aurielle and one-year-old Andrew. Joe’s oldest son is a radiologist at Westlake Regional Hospital, Columbia, Kentucky, and another son is a self-employed land and property appraiser. One of his twin daughters is a surgical technician, and the other is a surgery OR scheduler. Both work at the Lake Cumberland Regional Hospital.
Taylor grew up in Knoxville and attended King University on an athletic scholarship. While at King, he served in various leadership roles, Captain of the soccer team and with Fellowship of Christian Athletes.
After graduation Taylor and his wife Megan moved back to Knoxville to start their family. Taylor then spent seven years working in financial institutions, including financial advisory and management positions in small regional as well as large multi-national wirehouses.
A fitness and outdoor enthusiast—okay, more than enthusiast—Taylor will gladly introduce you to his favorite hobbies, which include weight training, trail running, mountain biking, Brazilian Jiu Jitsu, and music. Taylor performed over 500 times in college and has recorded three albums. He still plays on occasion at worship and charity events in the Knoxville area.