Our advisors

Kyle Keeton

Kyle Keeton

Associate Financial Advisor

Learn more about Kyle Keeton
Derek Keeton

Derek Keeton

Financial Advisor

Learn more about Derek Keeton

Our team

Amy Allen

Amy Allen

Paraplanner

Qualifications

  • B.S., Business Administration, University of Tennessee, 2007
  • Series 7 and 66 licensed
  • TN Insurance Licensed

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Office Systems and Workflow
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Carter Owens

Carter Owens

Paraplanner

Qualifications

  • B.S., Sociology, Tennessee Technical University, 1997
  • A.A.S., Criminal Justice, Tennessee Technical University, 1997
  • Series 7 and 66 Licensed
  • TN Insurance Licensed

Roles & Responsibilities

  • Client Service
  • New Business Processing
  • Appointment Follow up
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Ella Rose Keeton

Ella Rose Keeton

Administrative Assistant

Roles & Responsibilities

  • Administrative Support to the Team
  • Client Service
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Jeremy Barnes

Jeremy Barnes

Financial Planning Assistant

Qualifications

  • B.S., Business Administration, Tennessee Technical University, 2014
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