Our Johnson City, TN Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Wealth Advisors

John Saunders II

EA
Senior Wealth Advisor

Bonnie Bailey

CFP®
VP Business Development & Wealth Advisor

Jake Stone

MBA, RFC®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Michael Spiegler

CPA
Wealth Advisor

Jeremy Day

Associate Wealth Advisor

Client Services

Julia (Lyle) Hammond

Client Services Manager

Sherin Storm Whitfield

Director of Finance, Registered Representative

Tracy Parker

Director of First Impressions

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner