Vice President–Wealth Management
Financial Advisor
Susan has spent over two decades guiding clients, through recessions and numerous market corrections, towards their financial goals. Through honest and open dialogue, she develops a partnership with clients and their family's financial plans. Her experience in developing investment and banking alternatives for her business clients contributes to their success. In her out-of-office time, Susan volunteers with various local non-profit groups such as AGAPE, Executive Women International and the University of Tennessee.
Credentials
Senior Wealth Strategy Associate
The Certified Divorce Financial Analyst designation uniquely qualifies Bill to work with business owners facing divorce. How assets are divided can be as important as the amount of assets you receive. Bill has over 25 years experience providing financial strategies for clients. He has been a business owner and consultant and as served as an Ambassador with the Knoxville Area Chamber Partnership for nearly a decade. He was recognized as Ambassador of the Year his first year as a volunteer. He focuses on wealth and asset protection strategies for retirement planning and multi-generational wealth transfer. He works with business owners and professionals to design workable strategies to fit their unique needs and goals. He is also an author & instructor of BBQ courses at the University of TN.
Credentials