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Team photo
Team photo

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Our advisors

Lee Roberts

CFP®

Financial Advisor

Learn more about Lee Roberts Visit Lee Roberts's website

Mac C Stevens

CRPC

Financial Advisor

Learn more about Mac C Stevens Visit Mac C Stevens's website


Our team

Carter L. Owens

Carter L. Owens

Paraplanner

Qualifications

  • FINRA Series 7 , FINRA Series 66 and Insurance licensed and registered in TN

Roles & Responsibilities

  • Schedules appointments for advisors
  • Processing of all requests
  • Client Service
  • Maintains electronic records
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Jennifer Whitaker

Jennifer Whitaker

Operations Manager