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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Jacki S. Imbrey

Jacki S. Imbrey, CFP®, ChFC, CLU, RICP® TM

CERTIFIED FINANCIAL PLANNER™ professional ; Retirement Income Certified Professional ®

(865) 588-9333

David H. Jeffries

David H. Jeffries,CFP®, RICP®


(865) 588-9333

Lisa  Benesh

Lisa Benesh

Office Administrator - Investment and Insurance Service

(865) 588-9333

Beth  Richardson

Beth Richardson

Office Administrator - Executive Assistant and Benefits Service

(865) 588-9333