We donate a lot of our free time to these local charities and nonprofits
For us, wealth management means more than market performance. We want to serve our clients, and we also want to make a positive impact where we live.
Shades of Development
Financial Planning Association of East Tennessee
East Tennessee Foundation
Oak Ridge Foundation for Achieving Community Excellence
East Tennessee Human Resource Agency Long Term Care Ombudsman
Rotary Club of Rockwood
City Wide Service Club
HABIT Program
Habitat for Humanity
American Cancer Society, Relay for Life
East Tennessee Heart Association
Fellowship of Christian Athletes
Local Little League Teams
Child Help of Tennessee
Compassion Coalition
Knoxville Downtown SERTOMA Club
Dream Connection
UT Department of Audiology and Speech Pathology
Stockings from U.S.
Arab Refugee Christians in the USA, ARC-USA
Helen Ross McNabb Center
Love Kitchen
Reboot Combat Trauma Recovery





