Experience

Primary Focus

– In-depth financial planning, emphasizing tax management

– Multigenerational family office

– Comprehensive leadership role for the client team of CPAs, attorneys, and trust officers

– Marshalling team focus and internal/external resources on behalf of the client

Wealth Management Philosophy

Jana believes wealth planning is best achieved over a long-term client relationship, encompassing both present and future aspects of their lives. While her thorough planning process is informed by deep technical knowledge, it equally embraces the unique personality and concerns of each client. Discovering what is most meaningful to clients to help them achieve financial plans that support what gives them purpose is Jana’s passion.

Family Wealth Advisors combines their boutique private planning services with the vast resources of the world’s largest wealth manager to serve the private banking, planning, investing, philanthropic and family office needs of ultra-high net worth families.

Credentials and Education

Jana is the founder of Parham | Deidiker Family Wealth Advisors. She earned her Certified Financial Planner™ (CFP®) designation in 1999, studied at the University of Chicago Booth School of Business to earn her Certified Private Wealth Advisor® and Certified Exit Planning Advisor designations, and holds her CIMA®. She earned her Chartered Special Needs Planning Consultant designation in 2023. Jana is one of a select group recognized as a UBS Private Wealth Advisor. In 2016/2017, she Co-Chaired the Financial Advisor Advisory Council, a group of 15 Financial Advisors in the U.S. Jana graduated Phi Beta Kappa, Senior Scholar, from the University of Arkansas in 1984.

Community Involvement and Interests

Jana has served on the boards of Fifty Forward and Nashville Public Television. She was president of Fifty Forward Endowment and Breakfast Club of Nashville and is the President of the Middle Tennessee Estate Planning Council.

Primary Focus

– Multigenerational Estate & Philanthropic Planning

– Family Office Solutions

– Business Owner Resources

– Investment & Tax Management

– Institutional Consulting for: Endowments, Foundations, & Non-profits

Wealth Management Philosophy

Nick believes that comprehensive wealth planning is the best avenue to solve the estate, financial, risk, and tax challenges clients face.

As your family, business, and wealth grow, you inevitably face more complex issues. Nick draws on extensive experience and the firm’s sophisticated solutions and global resources to help address challenges and opportunities. He combines the vast resources of the world’s largest wealth manager with the bespoke services of a boutique investment firm to best meet the needs of ultra-high net worth families, their businesses, and their philanthropic enterprises. His guiding priority is to help preserve and grow a client’s financial, family, and social capital so that each family’s legacy has a positive impact today, and for generations yet to come.

Credentials and Education

Nick is a Certified Financial PlannerTM (CFP®) and a licensed member of the Tennessee Bar. A Vanderbilt graduate and avid 'Dores fan, he has degrees in anthropology and political science and a JD from the University of Memphis' Cecil C. Humphreys School of Law. Nick is a select advisor at UBS authorized to work as an Institutional Consultant, serving Family Offices and institutional clients.

Community Involvement and Interests

Nick loves his community; he serves on the Board of the Nashville Symphony, as Treasurer and Secretary of Amputee Blade Runners, a graduate of Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, and belongs to the Estate Planning Council and Phoenix Club of Nashville.

He and his wife, Connie, live in Green Hills and outside of the office you can find them exploring Nashville's incredible culinary, cultural, music, and outdoor experiences.

Primary Focus

– Investment due diligence, research, and analysis

– Developing and implementing asset allocation and investment plans

– Investment Tax management

Wealth Management Philosophy

Chris knows the best advice comes from careful analysis and attention to detail, from asset allocation to portfolio analysis, to life and long-term care insurance policy design. He is passionate about investigating minute details of the financial plan and portfolio. He believes this due diligence is a critical step in properly analyzing and creating an actionable path forward for clients. 

Credentials and Education

Chris harbors a lifelong love for analytics and strategy. While interning at UBS during college, he realized he had found his career path and uses his analytical skills today as the Senior Wealth Strategy Associate for Family Wealth Advisors.  He holds his Series 7 and 66 securities licenses, Tennessee life, health and accident insurance license, and studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation.  After completing his educational coursework through Pepperdine University, Chris obtained his CERTIFIED FINANCIAL PLANNERTM certification. He believes that continuing to learn is the way to become even more relevant and valuable to clients. Chris graduated from Belmont University with a Bachelor of Science in mathematics in 2008. 

Community Involvement and Interests

Chris serves as Treasurer and President-Elect on the FiftyForward Endowment board, and is the past Chair of its Investment Committee.  He supports Gilda’s Club of Middle Tennessee on its Development committee and as the Membership Chair of the Associate Board. Past service includes the Young Alumni Council of his alma mater, Belmont University. 

Primary Focus

- Private banking and client service

- Simplifying clients’ complex financial lives

- CPA interface and tax payment processing

Wealth Management Philosophy

Angelina utilizes a holistic approach to service client needs, and she recognizes that while clients’ financial lives depend on solid numbers, she knowns what is really important are the people and families behind the data. She works to simplify and streamline a client’s life by building strong relationships and delivering impeccable and caring service, two key hallmarks of Angelina’s work. Clients rely on her for seamless, efficient, and confidential management of their financial journey. By entrusting her with that part of their life, they can reclaim precious time and focus on what truly matters in their lives.

Credentials and Education

Angelina has been in the financial industry since 2005 and holds her Series 7 and 66 licenses. She graduated from San Diego State University with a Bachelor of Science in Business Management in 2004. At her prior financial services firm, she was recognized for 10 consecutive years as a Distinguished Service Professional.

Community Involvement and Interests

Angelina has participated in the Susan G Komen 3 Day walk to fund Breast Cancer Research. She loves helping and caring for animals, and assisted non-profits Rebuilding Together and Houston Pets Alive, in Houston Texas, with clean up and displaced animals after Hurricane Harvey in 2017.  In recent years, Angelina has dedicated herself to raising funds for local rescue shelters that save, rehabilitate, and rehome animals in need.

Primary Focus

- Alternative investment due diligence and execution

- Financial plan buildout and design

- Insurance case design, review and recommendations

Wealth Management Philosophy

Paul’s passion is in helping individuals define their goals and working with clients to develop a custom plan to help achieve them. As the alternative investment lead on the team, he understands that every client situation is unique and requires custom strategies and solutions not always available in the public markets. He partners with other members of the team to listen, build, and create positive financial outcomes for clients.

Credentials and Education

Prior to joining Family Wealth Advisors in 2022, Paul was a founding member of Alliance Bernstein’s Nashville Private Wealth Management office, creating detailed and custom wealth forecasting analyses for every client situation, and served as team-lead. He has his Series 7 and 66 licenses. Paul graduated from the University of Kentucky in 2017 with a B.A. in Economics.

Community Involvement and Interests

Paul serves as a Big Brother Mentor for Big Brothers Big Sisters of Middle Tennessee. In his free time, Paul likes to stay active, sing and play guitar, and cheer on his beloved Bengals during football season.

Primary Focus

- Private banking and client service

- Curated, proactive approach to making client’s financial lives more efficient and enjoyable 

- Client technology troubleshooting

Wealth Management Philosophy

Olivia believes developing an intentional relationship with a client is the foundation for creating successful financial outcomes. She strives to gain a better insight into clients’ personal perspectives and financial goals with every interaction, and focuses on providing exemplary and personalized service for our clients. She especially enjoys working with multiple generations of our client families as well. Clients and team members recognize her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture.

Credentials and Education

Olivia joined the financial industry in 2020, and continues to focus on client service. She holds her Series 7 and 66 licenses, as well as her Tennessee Life and Health Insurance license. Olivia attended Mississippi State University and graduated with a degree in Communications, and a focus in Public Relations.

Community Involvement and Interests

Olivia has a passion for her community and serving those around her. She is a graduate of Young Leaders Council, served on the Young Professionals Board for Special Olympics TN, volunteers at Vanderbilt Children’s Hospital, and is a member of the Junior League of Nashville.

Primary Focus

- Team Administration & Project Management

- Marketing and Event Planning

- Business Operations Management & Efficiencies

Wealth Management Philosophy

Bryn’s role is to facilitate projects and resources of the Family Wealth Advisors team so that other team members’ time can be allocated to working directly with clients. By continually refining day-to-day processes for efficiency and consistency, she enables colleagues to do their best work on behalf of the families we serve. She manages marketing and event design and development for the team to better showcase and articulate Family Wealth Advisors’ unique capabilities in private wealth management.

Credentials and Education

Bryn graduated from The State University of New York at Potsdam with a Bachelor of Science degree in Business Administration and a minor in Community Health in 2019. She is working toward her Series 7 designation and learning more about the financial industry through UBS’s thought leadership and intellectual capital. Her diverse experience has allowed her to develop a range of skills essential for success in the fast-paced world of financial services. 

Community Involvement and Interests

In her free time, Bryn enjoys supporting and helping communities in need, and is especially interested in organizations dedicated to Alzheimer’s research and those afflicted by the disease, in dedication to her grandmother. In addition, Bryn loves animals and enjoys volunteering at local shelters.