Robin applies her attention to detail and knowledge of retirement plan services to test plans, determine allocations and prepare all necessary governmental forms. Education & Certifications She earned a bachelor’s degree from Ohio University in Athens, Ohio, and a Master of Business Administration (MBA) from the University of Cincinnati. Robin’s certifications include Qualified 401(k) Administrator (QKA®), Qualified Pension Administrator (QPA™) …
Mark is located in our Tri-Cities office and is dedicated to making a difference in the lives of clients by helping them achieve their goals while navigating life’s challenges through engagement and education. Education & Memberships He earned a degree in business administration from East Tennessee State University, where he played football. He is an involved member of the National …
Sam combines his affinity for finance with his desire to help others to support clients and identify solutions to help them reach their financial goals. Education He earned a bachelor’s degree in business administration with a major in finance from The University of Tennessee.
Susan enjoys working with seniors and businesses. Her expertise involves financial planning, tax, investments and trusts. She serves on The Trust Company of Tennessee’s Investment Committee. Education & Certifications Susan earned a bachelor’s degree in business administration in finance from Radford University and a Master of Science in Personal Financial Planning (MS-PFP) from the College for Financial Planning (CFFP). Susan …
Matt helps guide clients toward wise financial decisions that will help them in the future. Education He earned a bachelor’s degree in finance and a Master of Business Administration (MBA) from Liberty University, where he also played Division I soccer.
Susie serves clients through experience gained in decades of trust and investment planning. Education She earned both a bachelor’s degree in economics and a Juris Doctor from the University of Kansas. Community Involvement Susie is committed to serving her community. She is a graduate of Leadership Knoxville’s Class of 2014 and a past member of the board of directors for …
Laura specializes in financial planning, serving wealth management clients and those nearing or entering retirement. Education & Certifications She earned a bachelor’s degree in finance and economics from The University of Tennessee and is a CERTIFIED FINANCIAL PLANNER®. Laura is a 2024 graduate of Introduction Knoxville.
Vicky’s expertise in organizing and executing operations behind the scenes provides support and efficiencies to serve the team. She has decades of professional experience, including in administrative support, accounting, human resources, marketing and office management.
Emily has a passion to help others and a desire to improve lives through financial security. She supports both client-facing and behind-the-scenes work to help provide the best service possible. Education She earned a bachelor’s degree in business administration in finance from The University of Tennessee. While there, she served as a senior analyst at the Masters Investment Learning Center …
Justin and his team of customer service representatives connect with clients to determine how to best meet their needs. By easing minds and helping resolve issues, Justin and his team help our clients live confidently. Education He earned a bachelor’s degree in finance from The University of Tennessee.
