Chattanooga Area's Premier Financial Navigation Partner
Meet Our Team
Ron Farrow
Wealth Manager
Ron is a seasoned wealth manager with over 25 years of experience helping clients navigate the complexities of wealth management and financial planning. Ron is a native of the Chattanooga area and graduate of the University of...
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Cade Gilbert
Wealth Manager
Cade is a wealth manager proudly serving individuals, families, and business owners in the Chattanooga area and throughout surrounding states. A native of the region, Cade brings both professional insight and a strong personal...
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Luke Bowman
Wealth Manager
Luke is an wealth manager serving clients in the Chattanooga area, where he helps individuals, families, and business owners pursue their long term financial goals with confidence and clarity. Known for his thoughtful approach and...
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Jenny Payne
Client Relationship/New Business Administrator
Jenny is a Client Relationship and New Business Administrator who plays a vital role in keeping the firm running smoothly by managing client interactions and supporting the development of new business opportunities. With her strong...
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Tamra Morgan
Client Relations Associatiate
Tamra is a Client Relations Associate known for her welcoming spirit and dedication to providing exceptional service. Originally from Jacksonville, Florida, Tamra brings a personal touch to her work, building lasting relationships and...
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