Top Advisor Firm Award

We are proud to be listed among the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. A number of factors went into making this distinguished list, including having three offices in Knoxville, Chattanooga and Tri-Cities, the quality of retirement advice and an excess of $1 billion in defined contribution assets under advisement. We love serving our …

Enjoying spring’s diversity

By Sharon Pryse, Chairman and CEO. Spring has arrived, bringing with it budding flowers and trees, as well as, pollen and sneezing. As I walk through my garden, I realize how important it is to have the larger trees and shrubs which can be complimented by the flowers, both perennials as well as annuals. The diversification in my garden is …