MEET OUR TEAM

For Jeff, relationships with clients are about so much more than money. Focusing on what is best for them is an essential part of his character. He believes his profession is about making a difference in people’s lives, helping them achieve their life goals and listening to them to truly understand and appreciate their needs and desires.

Honesty, trust, confidence, knowledge, wisdom, intelligence, comfort, security…

These are just some of the ways people have described what Jeff brings to the table. While clients might not remember all the words Jeff says, they always remember how he makes them feel.

Since 1987, Jeff has been guiding clients through the investment landscape and vast array of financial services ensuring that the client’s goals, objectives and needs are his top priority. He concentrates on straightforward, highly personalized service and advice. Jeff takes pride in the fact that many of the clients that he began his career with are still clients today—a statement to his focus on them, their needs and his effort in making sure they can live the one life they have the best way they can, without undue financial sacrifice or unnecessary risk.

Jeff holds the professional designation of Accredited Asset Management Specialist through the College for Financial Planning, and he has been interviewed by local media outlets for financial and market commentary. He was past chairman of a successful multi-million dollar capital campaign to renovate the NICU at the University of Tennessee Medical Center. Jeff has also previously served as board chairman for the American Heart Association and president of the board for Big Brothers and Big Sisters. He resides in West Knoxville with his wife Kelly and has three beautiful daughters: Madison, Mackenzie and Bailey. The family are members of the Farragut Presbyterian Church, where Jeff serves as an elder. His interests outside of the community revolve around golf, hiking, travel and adventure. Jeff is also a passionate Penn Stater, where he received his degree in aerospace engineering.

Jeff says his greatest joy is knowing that he is helping investors not just achieve their goals but reach them with confidence.

Helpful, brings the highest standard to her work, always looking out for the client’s best interest… .

The people Brenda works with have described her dedication in these terms and countless others.

Brenda started her financial career in 1999 with Wheat First Union, a predecessor firm to Wells Fargo Advisors. She holds Series 7 and 63 registrations, and with a degree in psychology from the University of Tennessee, brings a unique approach to seeing and solving problems. In 2013 Brenda was the recipient of Wells Fargo Advisors’ Distinguished Service Professional award and in both 2015 and 2016 received the Premier Client Associate award (something fewer than 5 percent of firm associates attain) in recognition of her service, excellence, leadership, performance and professional development.

Brenda lives in Knoxville with her husband Dan and their dogs, Dolly and Daisy. She enjoys going to the lake, traveling and spending time with family and friends.

A genuine welcoming and caring attitude is what sets Kelly apart in her role as a client associate. In her eyes, it starts by being a great listener.

Kelly joined her husband Jeff’s team in 2009 and has become an integral part of it in the intervening years. While responsible for coordinating all of the client relations and scheduling, she also coordinates and plans the group’s client events. When she isn’t working, Kelly enjoys exercise, hiking, volunteering and shopping. She lives in west Knoxville with Jeff and their two dogs Nacho and Augusta.