Our Kingsport Team

Leadership

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

Christopher Abla

AWMA®, APMA®, AAMS®, CRPC®
Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

John Saunders II

Senior Wealth Advisor

Michael Spiegler

CPA
Private Wealth Advisor

Client Services

Julia (Lyle) Hammond

Client Services Manager

Beth Clendenon

Operations/Client Services Manager

Kayla Rush

FPQP™
Advisor Resource Manager

Tracy Shuler

Director of First Impressions

Jake Stone

MBA
Director of Operations

Sherin Storm Whitfield

Registered Representative
Transformation Training Manager

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Brett Carson

CFA®
Director of Research

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Jake Bleicher

CFA®
Equity Analyst

Brett Carson

CFA®
Director of Research

Jeff Harris

Trading Operations Analyst

Todd Knott

Senior Institutional Trader

Wealth Enhancement Group

Patrick Carter

CPA
Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Elizabeth Schanou

JD
Director of Wealth and Estate Planning

Erin Wood

CFP®, CRPC®
Vice President, Wealth Planning