Experience

A native of Knoxville, TN, Chris has over 25 years of experience in the financial services industry. Chris earned his degree in Political Science from The University of Tennessee. As Senior Vice President and Senior Financial Advisor, he is focused on complex family wealth needs, specifically those of closely-held private companies. Chris holds the Series 7 and 66 FINRA registrations. Chris and his wife have two children and are active members of their community, through their children’s school, their church and various community organizations. Chris also devotes time to several non-profit organizations that he has become involved with over the last 25 years. In addition to spending time with family, Chris enjoys, adventure travel, fly fishing, archery hunting and history.

Andy has over 15 years of experience in finance, and he directs the team's wealth management strategies. He is focused on crafting detailed solutions based upon the client's risk tolerance, time horizon, cost considerations, liquidity needs and overall investment goals. A native East Tennessean, Andy graduated from Furman University in 1998, with a Bachelor of Arts degree in Political Science. He has served the community through organizations including the Episcopal Church of the Ascension, Family Promise, United Way, and Big Brothers Big Sisters, in addition to being a United State Peace Corps Volunteer in Ukraine from 2006 to 2007. Andy earned the CFP® designation and holds his Series 7 and 66 FINRA registrations.

Ridge was born and raised in East Tennessee, and has held his Series 7 and 66 licenses since 2017. He joined the team after completing graduate school at the Haslam School of Business in 2016, where he earned his MBA. Prior to that, Ridge worked at UT Knoxville as a lab technician, making use of his undergraduate degree from Maryville College in Biochemistry. Maryville College holds a special place in his heart as that is where he met his best friend and future wife, Susan. He currently lives in Maryville, TN with his wife and 3 children. Other than chasing his kids, he enjoys playing golf and ultimate frisbee.

Kasi is a native of Bradford, TN, and a graduate of Union University where she received her Bachelor of Science in Business Administration, with degrees in both Management Marketing and Communications. While at Union, she was a member of their nationally recognized women’s basketball team and was inducted into the Gibson County Sports Hall of Fame.

Kasi has more than 22 years of experience in the financial services industry. As a Vice President and Financial Advisor, she helps her clients define their goals, identify preliminary strategies for consideration, and also assists in the ongoing review process. Kasi focuses on portfolio management, wealth transfer, estate and insurance strategies, as well as sophisticated lending and investment strategies.

In her spare time, Kasi can be found spending time with her family at the gym, the baseball field or outdoors. She and her husband enjoy boating on the Kentucky lake and shooting on the family farm where they raise quail, coordinate hunts and work with their German Shorthaired Pointers and English Setters. Kasi is active in her community, and she is especially passionate about volunteering to help young people discover the value and benefits of sports. She is a member of Bethel Baptist Church in Greenfield, TN where she currently resides. She is married to Tandy Darby and they have three daughters: Tess, Edie and Sloan.

A native of Gettysburg, PA, John completed a career as a Financial Management Officer in the U.S. Marine Corps and has over 25 years of experience in the financial services industry. John earned his degree in Business Administration from Middle Tennessee State University. As Vice President and Financial Advisor, his focuses on family wealth needs and portfolio management and selection. John holds the Series 6, 7, 9, 10, and 63 FINRA registrations and also holds the designation of Chartered Retirement Planning Counselor from the College for Financial Planning. John and his wife Suzanne have two grown children and are active members of their community, their church, and various community organizations. In addition to spending time with family, John enjoys cruises, flying, and hiking.

Brandi Hill is a native of West Tennessee and a graduate of Jackson Christian School. After graduating she earned her B.S. degree from the University of Memphis is 2011. Shortly after, she began her career in the financial industry where she quickly became a team leader in client services. In 2018, Brandi was awarded the “ Client Associate of the Year” award. Most recently, she obtained a Masters of Clinical Mental Health Counseling from Freed Hardeman University in 2019. Brandi is married to her husband of 11 years and they reside in her hometown of Jackson, Tennessee. In her spare time, she enjoys traveling and spending time with friends and family at the beach or on the slopes. They have one son, Shepard who is a lover of all sports, and Brandi is his biggest fan!

Theresa was born and raised in Phoenix, AZ and earned her Bachelor's degree from Arizona State University. She began working in wealth management in January 2019 after spending 13 years in administrative support roles. Theresa serves the team by providing operational and account maintenance support, focusing on financial review preparation and reporting, client digital engagement, and event planning. She is passionate about delivering a superior client experience, and enjoys building relationships with the clients the team serves. Theresa and her husband have been married for 15 years and have two teenage children. They spend most of their non-working hours cheering on their kids in soccer, football, and track. Theresa also enjoys traveling to the beach, baking, yoga, and reading.

Sharon is a multi-skilled results-oriented banking professional with 20+ years of banking management experience in customer service, sales orientation, leadership, management and coaching skills, commercial awareness and business acumen. Sharon grew up in Bristol Va. but has lived in several states over the past 25 years and has resided in Knoxville since 2014. Sharon has been married for 30 years and has 3 children. Sharon enjoys spending time with family and friends, beach trips, and walking with her dog.

Carla was born and raised in Venezuela. She earned her bachelor’s degree in human resources and worked in that area 9 years. In 2018, she began working for Morgan Stanley in Miami, FL where she became a trusted point of contact for clients, managed daily account maintenance, responded to client requests and provided operational support to her team. She joined the team in August 2022 after moving to Knoxville, TN.

Carla enjoys spending time with her husband and two daughters, exploring the city, walking and being outdoors.