CERTIFIED FINANCIAL PLANNERTM professional ; Retirement Income Certified Professional ®

Retirement Planning Specialist

My goal is to help people make smart money decisions. This includes appropriate insurance purchases, as well as appropriate investments to help them achieve their financial goals.  In an effort to always keep abreast of the latest planning techniques and changes in tax laws*, I maintain memberships in the following organizations: The Certified Financial Planner Board of Standards, the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Knoxville Association of Insurance and Financial Advisors,the East Tennessee Chapter of the Financial Planning Association and the Knoxville Estate Planning Council. I have been in practice in the financial services and insurance business since 1977.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER BOARD of Standards, Inc. These marks are awarded to individuals who successfully complete the Boards initial and ongoing certification requirements.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.


 Link to AXA-Equitable.com

California Insurance License #: 0H4162

Arkansas Insurance License #: 480604

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners ( formerly Imbrey & Associates is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 865 588-9333