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

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

CFP®, CRPC, ADPA, APMA

Private Wealth Advisor

Chief Executive Officer of GuidingPoint Financial Group
Learn more about Brian Douglas Visit Brian Douglas's website

Lee Elander

BFA, CRPC

Financial Advisor

Learn more about Lee Elander Visit Lee Elander's website

Marisa Simonetti

CRPC, BFA, CDFA®

Financial Advisor

Learn more about Marisa Simonetti Visit Marisa Simonetti's website

Michael Lowell Turner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Lowell Turner Visit Michael Lowell Turner's website

Bo Carroll

CRPC, BFA, APMA

Financial Advisor

Learn more about Bo Carroll Visit Bo Carroll's website

Eric Johnson

CMFA®

Financial Advisor

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

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

Jason DouBrava

Jason DouBrava

Operations Manager

Sue Redfern

Sue Redfern

Client Service Specialist

Brad Thurber

Brad Thurber

Practice Manager

Mony Abbott

Mony Abbott

Client Service Specialist

Marcia Smith

Marcia Smith

Marketing Specialist

Trevor Clutts

Marketing Specialist

Rodney Russell

Rodney Russell

Client Service Coordinator

Susie Shea

Susie Shea

Client Concierge

Gavin Berryman

Gavin Berryman

Intern




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