With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Julie W Terry

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Julie W Terry Visit Julie W Terry's website
Advisor photo for Brian Douglas

Brian Douglas

CFP®, CRPC, ADPA, APMA

Private Wealth Advisor

Chief Executive Officer of GuidingPoint Financial Group
Learn more about Brian Douglas Visit Brian Douglas's website
Advisor photo for Lee Elander

Lee Elander

BFA, CRPC, APMA

Financial Advisor

Learn more about Lee Elander Visit Lee Elander's website
Advisor photo for Marisa Simonetti

Marisa Simonetti

CRPC, BFA, CDFA®

Financial Advisor

Learn more about Marisa Simonetti Visit Marisa Simonetti's website
Advisor photo for Michael Lowell Turner

Michael Lowell Turner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Lowell Turner Visit Michael Lowell Turner's website
Advisor photo for Bo Carroll

Bo Carroll

CRPC, BFA

Financial Advisor

Learn more about Bo Carroll Visit Bo Carroll's website
Advisor photo for Eric Johnson

Eric Johnson

CMFA®

Financial Advisor

Financial Planning Specialist
Learn more about Eric Johnson Visit Eric Johnson's website
Advisor photo for Jaron Kloap

Jaron Kloap

BFA, CRPC

Associate Financial Advisor

Insurance Specialist
Learn more about Jaron Kloap Visit Jaron Kloap's website

Wanda Chandler

BFA

Financial Advisor

Learn more about Wanda Chandler Visit Wanda Chandler's website


Our team

Judy Bennett

Judy Bennett

Client Relationship Manager

Jason DouBrava

Jason DouBrava

Office Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Brad Thurber

Brad Thurber

Practice Manager

Mony Abbott

Mony Abbott

Client Service Specialist

Marcia Smith

Marketing Specialist

Trevor Clutts

Marketing Specialist

Susie Shea

Client Concierge




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.

  • Upper Cumberland Federal Credit Union