The Team
Heritage Advisory Group

Putting clients first; it’s what we do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

• “Understands me and shares my values”

• “Explains things in understandable terms”

• “Has defined, repeatable processes for producing results”

• Has “knowledgeable, timely and tactical” investment ideas

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Robert Wallace

Robert Wallace

Financial Advisor

More about me...

Contact

robert.wallace@ampf.com

865.531.9185

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Education

BA-Economics, University of Tennessee, Knoxville, TN-1992

VISIT MY WEBSITE

Bill McCall

Bill McCall

Financial Advisor

More about me...

Contact

william.mccall@ampf.com

865.531.9185

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BA-Marketing, University of Tennessee, Knoxville, TN

VISIT MY WEBSITE

Jacyne Woodcox

Jacyne Woodcox

Financial Advisor

More about me...

Contact

jacyne.woodcox@ampf.com

865.531.9185

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

BA-Bachelor of Arts-Business Administration, University of Tennessee, Knoxville 2000

VISIT MY WEBSITE

Robert Schutt

Robert Schutt

Associate Financial Advisor

More about me...

Contact

robert.schutt@ampf.com

865.531.9185

Designations

CFP®, MBA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Family Finances

Education

MBA Master of Business Administration - University of Dayton, Dayton, OH 1994, BA Bachelor of Arts , Business Administration - Rhodes College, Memphis, TN 1987

VISIT MY WEBSITE

Earl Kear

Earl Kear

Financial Advisor

More about me...

Contact

earl.kear@ampf.com

865.531.9185

Top Areas of Focus

  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Education

BS Bachelor of Science with major areas of study in Finance and Marketing, University of Tennessee - Knoxville

VISIT MY WEBSITE

Our Staff

Liddie Dockery

Liddie Dockery

Administrative Assistant
Rebekah Dockery

Rebekah Dockery

Client Service Manager