Our Team

Daniel G. Head

MANAGING DIRECTOR - SENIOR PORTFOLIO MANAGER

PRIVATE WEALTH ADVISOR

 (865) 999-5327

Schedule An Appointment

Barbara A. Million, CRPC®

VICE PRESIDENT - SENIOR FINANCIAL PLANNER

PRIVATE WEALTH ADVISOR

 (865) 999-5329

Schedule An Appointment

Steven A. Witt

VICE PRESIDENT-PORTFOLIO MANAGER

PRIVATE WEALTH ADVISOR

 (865) 999-5326

Schedule An Appointment

T. Bryan Dickey

VICE PRESIDENT-OPERATIONS

PRIVATE WEALTH ADVISOR

 (865) 999-5328

Schedule An Appointment

Elizabeth J. Oxendine

CLIENT SERVICE SPECIALIST

 (865) 999-5324

Schedule An Appointment

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Contact Us

Better yet, See Us In Person!

We love our clients, so feel free to stop by during normal business hours.

Our Office

2280 Valley Vista Rd, Suite A, Knoxville, Tennessee 37932, United States

865.999.5332

Our Hours

Monday - Friday: 8:30am - 5pm

Saturday: By Appointment 

Sunday: Closed

Drop us a line!