Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Steven Allen Phillips, Private Wealth Advisor serving the Knoxville, TN area - Ameriprise Advisors

Steven Allen Phillips

CFP®, MBA, CLU®, AEP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven Allen Phillips Visit Steven Allen Phillips's website
Phillip Jones, Private Wealth Advisor serving the Knoxville, TN area - Ameriprise Advisors

Phillip Jones

CFP®, APMA®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Phillip Jones Visit Phillip Jones's website
Chad Clark, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Chad Clark

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Chad Clark Visit Chad Clark's website
Justin Wilson, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Justin Wilson

CFP®, APMA®

Financial Advisor

Learn more about Justin Wilson Visit Justin Wilson's website
Evan Roberts, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Evan Roberts

Financial Advisor

Learn more about Evan Roberts Visit Evan Roberts's website

Our team

Zena Owens

Zena Owens

Client Concierge

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.
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Brandon Ryon

Brandon Ryon

Client Service Manager

Roles & Responsibilities

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

Jackie Valentine

Operations Director

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.
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Lori Phillips-Jones

Lori Phillips-Jones

Marketing Consultant

Roles & Responsibilities

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

Lori Miller

Financial Planning Specialist

Roles & Responsibilities

  • Lori works with advisors to create and maintain accurate individualized financial planning goals for our clients.
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