Our Advisors

Steven Allen Phillips

Steven Allen Phillips

Private Wealth Advisor

Phillip Jones

Phillip Jones

Financial Advisor

Chad Clark

Chad Clark

Financial Advisor

Justin Wilson

Justin Wilson

Financial Advisor

Our Staff

Ralph Alexander, ChFC<sup>®</sup>, CLU

Ralph Alexander, ChFC®, CLU

Financial Planning Specialist
More about me...

Contact

ralph.x.alexander@ampf.com

865.212.2376 Ext. 102

Roles & Responsibilities

  • Ralph brings over 50 plus years in the financial industry to our firm. He also is our specialist regarding social security.
Gina Phillips

Gina Phillips

Office Manager
Brandon Ryon

Brandon Ryon

Client Service Manager
More about me...

Contact

brandon.r.ryon@ampf.com

423.569.5055

Roles & Responsibilities

  • Brandon heads up the client service team at our firm. She handles scheduling appointments and assists with client events.
Jackie Valentine

Jackie Valentine

Operations Director
More about me...

Contact

jackie.valentine@ampf.com

865.212.2376

Roles & Responsibilities

  • Jackie takes care of all document processing and business tracking. Her specialized M.B.A. degree assists with client service and complex issues.
Zena Owens

Zena Owens

Client Concierge
More about me...

Contact

zena.2.owens@ampf.com

423.569.5055

Roles & Responsibilities

  • Zena is in charge of first impressions at the Oneida office. Her voice is also the first one you may hear when calling our office.
Denise Duran

Denise Duran

Client Concierge
More about me...

Roles & Responsibilities

  • Denise's smiling face greets our clients at our Knoxville Office. She also handles incoming calls and office visits.
Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant
More about me...

Contact

lori.phillips-jones@ampf.com

423.569.5055

Roles & Responsibilities

  • Lori coordinates client events, marketing, and social media for the firm.