FPA of East Tennessee | Financial Planning Association

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At FPA of East Tennessee, our core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.

Our mission is to promote the value of the financial planning profession by providing quality continuing education for our members, increasing public awareness of the benefits of the financial planning process, and promoting high ethical standards within the profession.

We look forward to hearing from you!

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Partnerships

Partner with FPA of East Tennessee. Learn about the ways you can support our Chapter. We welcome your involvement.

CLICK HERE to learn more about partnering with us

NexGen

NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning. NexGen serves to educate, promote and integrate the next generation of CFP® professionals.

CLICK HERE for information about our NexGen Programs

Pro Bono Financial Planning

Free, no strings attached, one-on-one no strings attached pro bono financial planning for underserved d populations, particularly low-income individuals or families.

Click Here to learn more about Pro Bono

FPA of East Tennessee 2024 Chapter Events

Adam Kornegay

Asset Planning Corporation

Nathan Burcham, CFP®

Burcham Benefits, LLC

Caroline Friedrich, CFP®, CPA

The Nalls Sherbakoff Group, LLC

Connor Cox, CFP®

Proffitt & Goodson, Inc

Madison Holbrook, CFP®

Director of Membership and NexGen

Visionary Horizons Wealth Management

Mike Simpson, CFP®

Director of Partnerships

Visionary Horizons Wealth Management

Thomas Cook, CFP®, EA

Director of Community Relations & Pro Bono

Retire to Tellico

Nicholas Hughes, CFP®

Director of Programs and Communications

Visionary Horizons Wealth Management

Paul Fain, CFP®

Director of Advocacy and Government Relations

Asset Planning Corporation

Samuel Shelley

Director of Technology

Trust Company of Tennessee

Katy Cook

Katy Cook

Chapter Executive

Gabrielle Welter gabrielle.welter@far.com

Sam Tippy, CFP®, CLU®, ChFC®, RICP® sam.tippy@allianzlife.com

Orian Williams, JD,LL.M, CFP® Orian.Williams@PacificLife.com

Ann McAdams Ann.McAdams@pimco.com

Joe Ottaviano, CFP®, CKA® joe@assetplanningcorp.com

Jesse Hedrick jesse@collegiateblueprint.com

Evan Harbot, CFP®, CIMA®, AIF® Evan.Harbot@cnl.com

Robert McLarney robert.mclarney@firsteagle.com

Noah Ordway nordway@manning-napier.com

Caroline M. Friedrich, CFP®,CPA caroline@nallssherbakoff.com

Kim Spencer, CFP®, CDFA® kim@yourplacetoflourish.com

Jennifer Benedict Jennifer_benedict@vanguard.com

Roger Kiger, CFP® roger@visionaryhorizons.com

Olivia Hails Olivia.Hails@janushenderson.com

Zach Gosselin zach@tba.com

Phil Martin pmartin@honoringchoicestn.org