Our Team

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John P. Sterner , CFP®

Wealth Management Advisor

Office 423-385-1411


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Jonathan Michael Bussey

Advisor

Office 423-385-1449


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Len Martini , RICP®

Advisor

Office 423-385-1419


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Amy Shuff , MBA

Director of Insurance Operations and Services

Office 423-385-1412


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Anna Henson Lloyd

Associate Wealth Management Advisor

Office 423-385-1415


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Stephen W. Sutherland

Associate Wealth Management Advisor

Office 423-385-1400


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Martha Sterner

Client Service Associate

Office 423-385-1413


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Beth Palmer

Director of Marketing and Communications

Mobile 423-619-7760


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