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



Our advisors

Julie W Terry, Private Wealth Advisor serving the Cordova, TN area - Ameriprise Advisors

Julie W Terry

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Julie W Terry Visit Julie W Terry's website
Brian Douglas, Private Wealth Advisor serving the Cordova, TN area - Ameriprise Advisors

Brian Douglas

CFP®, CRPC®, ADPA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Douglas Visit Brian Douglas's website
Susan Babina, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Susan Babina

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Susan Babina Visit Susan Babina's website
Bud Milligan, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Bud Milligan

MBA

Financial Advisor

Learn more about Bud Milligan Visit Bud Milligan's website
Chris Brown, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Chris Brown

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Chris Brown Visit Chris Brown's website
Greg Lemon, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Greg Lemon

MBA

Financial Advisor

Learn more about Greg Lemon Visit Greg Lemon's website
Lee Elander, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Lee Elander

CRPC®

Financial Advisor

Learn more about Lee Elander Visit Lee Elander's website
Marisa Simonetti, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Marisa Simonetti

CRPC®

Financial Advisor

Learn more about Marisa Simonetti Visit Marisa Simonetti's website
Michael Lowell Turner, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Michael Lowell Turner

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Lowell Turner Visit Michael Lowell Turner's website
Bo Carroll, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Bo Carroll

Financial Advisor

Learn more about Bo Carroll Visit Bo Carroll's website
Eric Johnson, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Eric Johnson

BFA, CLTC®

Financial Advisor

Financial Planning Specialist
Learn more about Eric Johnson Visit Eric Johnson's website

Cody Becker

Financial Advisor

Learn more about Cody Becker Visit Cody Becker's website

Our team

Judy Bennett

Judy Bennett

Client Relationship Manager

Jason DouBrava

Jason DouBrava

Office Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Kimberly Tatum-Davis

Kimberly Tatum-Davis

Client Relationship Manager

Brad Thurber

Brad Thurber

Practice Manager

Angela Williams

Angela Williams

Client Service Specialist

Corey Richards

Corey Richards

Client Relationship Manager

Lauren Goller

Lauren Goller

Marketing Specialist

Qualifications

  • PCM®
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Mony Abbott

Mony Abbott

Client Service Specialist

Wanda Chandler

Wanda Chandler

Client Service Specialist