Our advisors

Randy White

Randy White

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randy White Visit Randy White's website
Randall White

Randall White

APMA®

Associate Financial Advisor

Learn more about Randall White Visit Randall White's website
Paige Krause

Paige Krause

Associate Financial Advisor

Learn more about Paige Krause Visit Paige Krause's website

Our team

Janice Marsh

Janice Marsh

Client Service Coordinator

Qualifications

  • Over 30 years of administrative experience

Roles & Responsibilities

  • Provides administrative support to the team
  • Client appointment preparation
  • Client service follow up
  • Maintains electronic records
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Josh Lentz

Josh Lentz

Intern

Qualifications

  • Student at the University of Tennessee, Knoxville

Roles & Responsibilities

  • Assist with Financial Planning
  • Complete summary letters
  • Ensure sales literature is current
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