Mike Simpson, CFP®

Investment Advisor Representative

Mike, a CERTIFIED FINANCIAL PLANNER®, has been advising individuals, families and small businesses in achieving and maintaining financial independence since 2009. His experience includes partnering and consulting with his clients and protecting them against less than optimal decisions during the tough times in the markets as well as helping them realize profits during the good times. He works with a wide variety of families, including relatively new investors, more seasoned investors still in accumulation mode and retired investors most interested in ensuring that their savings will last them through retirement.

Mike grew up in Memphis, TN. He earned his bachelor’s degree in Business from the University of Tennessee at Knoxville. After working in manufacturing for a dozen years, he went on to get his master’s degree in Business Administration from the University of Tennessee.  Mike lives with his wife, Kim, and his daughter, Michelle. He enjoys spending time with family and friends, playing racquetball, hiking and/or relaxing in the mountains, watching The Dallas Cowboys, Atlanta Braves & Tennessee Football.

Office: 865-675-8496
Mobile: 865-385-4267

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