We are financial coaches & life planners.

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Roger Kiger, CFP®
Chief Manager and Investment Advisor Representative

Makes decisions. Uncanny ability to stay calm. Would cycle to work if there was a shower.

Knoxville, TN

Office: 865-675-8496

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Mike Simpson, CFP®
Investment Advisor Representative

Been known to wear a hard hat. An only child - obviously. Never met a stranger.

Knoxville, TN

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

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Nick Hughes, CFP®
Investment Advisor Representative

Auburn fan - could be worse. Grill master. Laid back is an understatement.

Chattanooga, TN

Office: (423) 648-9826
Fax: (423) 602-2153

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Tyler Morrow, CFP®
Investment Advisor Representative

Running man.  Benjamin Button of VH.  First of two Tylers aka T1

Knoxville, TN

Office: 865-675-8496
Mobile: 865-363-8042

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Chris Ahler
Investment Advisor Representative

Cultured. Enjoys the finer things. Has a notable bucket list.

Harriman, TN

Office: (865) 456-1180
Mobile: (615) 260-7399

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Joe Ellis
Investment Advisor Representative

Does things his own way. Old school. Can teach you how to fish.

Somerset, KY

Work: 606-416-5553
Mobile: 606-872-0863

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Joe McCameron
Investment Advisor Representative

Sweet, but doesn't like tea. Marine turned pastor turned insurance agent and financial advisor. Great storyteller.

Knoxville, TN

Office: 865-675-8496
Mobile: 865-244-0697

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Terri Carlin, CTFA
Retired but still engaged

Office matriarch. Loves the beach. Great listener.

Good luck finding her in any office!

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Jeremy Long
Investment Advisor Representative

Outdoorsman. Lover of animals great and small. Man of many hobbies.

Brentwood, TN

Office: 615-933-5229
Mobile: 615-997-8226

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David Worley
Investment Advisor Representative

Outdoorsman. Family man. Knows his way around a boat.

Somerset, KY

Office: 606-416-5553
Mobile: 606-307-6428

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Tyler McMurray
Operations & Compliance Manager

Recovering corporate executive.  Factory-tested, VH approved.  Known as TMac.

Knoxville, TN

Office: 865-675-8496
Mobile: 513-377-2348

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