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

Contact Us