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

Chief Executive Officer of GuidingPoint Financial Group
Learn more about Brian Douglas Visit Brian Douglas's website
Chris Brown, Financial Advisor serving the Cordova, TN area - Ameriprise Advisors

Chris Brown

Financial Advisor

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

Lee Elander

BFA, CRPC, APMA

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, BFA

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

CRPC, BFA

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 serving the Cordova, TN area - Ameriprise Advisors

Cody Becker

BFA, CRPC, APMA

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

Brad Thurber

Brad Thurber

Practice Manager

Angela Williams

Angela Williams

Client Service Specialist

Lauren Goller

Lauren Goller

Marketing Specialist

Mony Abbott

Mony Abbott

Client Service Specialist

Wanda Chandler

Wanda Chandler

Client Service Specialist

Jaron Kloap

Jaron Kloap

Client Service Specialist