Office Location

Knoxville, TN

Roger Kiger, CFP®

Chief Manager & Investment Advisor Representative

roger@visionaryhorizons.com

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.

In March of 2007, Roger left SunTrust to found his own independent wealth management firm. Today, Visionary Horizons Wealth Management is a Registered Investment Advisory Company with a focus on financial planning and wealth management for high net worth individuals.

Roger holds his Series 7 and Series 65 securities licenses through Purshe Kaplan Sterling Investment, as well as his Life and Health insurance licenses. He is also a Certified Financial Planner® and works full-time at Visionary Horizons.

More about Roger

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 Simpson, CFP®

Investment Advisor Representative

mike@visionaryhorizons.com

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.

Mike has helped Fortune 500 companies develop comprehensive approaches to their investment, benefits, and financial planning needs.

In later roles as an independent investment advisor and insurance agent and as a financial advisor with Coulter & Justus Financial Services, he helped individuals, families, and small businesses with financial planning.

Since joining the Visionary Horizons team in 2012, Mike has focused on positively impacting his client’s lives by serving as a trusted financial advisor and business partner. A Certified Financial Planner® with life and health insurance licenses in several states, Mike loves using his experience and training to give timely financial advice. He holds Series 7 and 66 Securities licenses and works full time at his practice.

Mike is a member of the Knoxville Downtown and Knoxville Past Presidents Sertoma Clubs and has served as a Regional Director and Distinguished District Governor for Sertoma, Inc. in Kansas City.

More about Mike

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 Carlin, CTFA

Client Services and Operations Manager

tcarlin@visionaryhorizons.com

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.

Terri joined Visionary Horizons in January 2010 because she wanted to work for an organization that shared her client care philosophy. Terri believes in serving the client’s interests, not the company’s. In her role as Client Relationship and Operations Manager, Terri oversees operations. Her responsibilities include client services, onboarding and training new advisors, advisor assistant training, trading and rebalancing of accounts.

Over the years Terri has advocated for the elderly as an Ombudsman and has done various volunteer projects. She is a member of the Knoxville Estate Planning Council and One Hundred Women Who Care Knoxville.

Terri enjoys the beach any time of the year and follows University of Tennessee sports. Terri and her husband Wade share a home with their dog Lily, and they have two children and five wonderful grandchildren that keep them very active.

Office Location

Harriman, TN

Chris Ahler

Investment Advisor Representative

chris@visionaryhorizons.com

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.

Since 2009 he has served as an Investment Advisor Representative with Visionary Horizons where his roles include retirement planning, asset allocation, portfolio management, and estate planning.

Chris is a 2007 graduate of Leadership Roane County, a former chairman of the board of directors for the Roane County Chamber of Commerce, a board member of the Roane Alliance, and a city councilman in Harriman.  He has a passion for teaching and is an adjunct professor of finance and economics at Roane State Community College.  

When he is not working, Chris enjoys cycling, collector cars, and traveling.

He is fluent in Italian, which he has studied for nearly twenty years, and whenever he can find the time, he improves his fluency at an Italian language school in Switzerland.

Office Location

Somerset, KY

Joe Ellis

Investment Advisor Representative

joe@visionaryhorizons.com

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 had already obtained his Life & Health Insurance license with the state of Kentucky in May 2007, and in June 2008 he obtained his Series 65 Security license. Before joining Visionary Horizons Wealth Management, Joe worked for Merit National Fund Advisors in Somerset, Kentucky, and Future Assurance, Inc., as an insurance agent, offering life, health, Medicare, and annuities.

From 1976 through 1986, Joe made money on the side as a fishing guide on Lake Cumberland, and he still loves fishing. Joe attends Oak Hill Baptist Church where he stays involved with many activities in the church and its missions. He just returned from a trip to Guatemala and looks forward to taking many more to serve the needs of those less fortunate and share the gospel.

More about Joe

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 Haney

Investment Advisor Representative, CDFA®

taylor@visionaryhorizons.com

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.

Taylor’s comprehensive knowledge of finance and experiences working in the financial industry created frustration with the status quo: backdoor deals, complicated fee structures, and sales commissions not in the client’s best interest. Taylor founded Harvest Investment Management in 2014 because he wanted to help his clients set clear goals and use smart, personalized financial plans to meet them. Though this alignment sounds like common sense, pursuit of it is not a common practice.  Taylor joined Visionary Horizons in 2017 to enhance his client relationships and expand his reach.

Megan and Taylor Haney live with their three sons Jackson, Davis, and Oliver, near Cedar Bluff. 

More about Taylor

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.

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