Putting
people first.
Get to know our leadership team
Leadership at the Knoxville office is dedicated to doing good for our clients, employees and community.
Jim LaPinska's team specializes in financial planning for physicians and other professionals. They help you make smart financial decisions now to establish a strong financial position in the future. To learn more about their planning and implementation strategies, please call or e-mail.
A former assistant basketball coach at the University of Tennessee who reengaged his finance background to merge his love for helping people, numbers and strategic game planning. Your story, your goals and your questions are important to me. Once we understand where you are at and where you want to be, my team...
A former assistant basketball coach at the University of Tennessee who reengaged his finance background to merge his love for helping people, numbers and strategic game planning. Your story, your goals and your questions are important to me. Once we understand where you are at and where you want to be, my team and I will help you develop a financial game plan to achieve what is important to you.
Holly Fox Vespie
Director of Operations
Emily Fritts
Director of Recruitment
Andrew King's team strives to establish lasting relationships with clients by working as their financial planning partner and advocate. With a background in tax and public accounting, Andrew specializes in having simple & thoughtful discussions to help you achieve your financial goals. Whether you are concerned...
Andrew King's team strives to establish lasting relationships with clients by working as their financial planning partner and advocate. With a background in tax and public accounting, Andrew specializes in having simple & thoughtful discussions to help you achieve your financial goals. Whether you are concerned for your own financial needs, or those of your family or business, our team can help.
My team specializes in working with driven, successful professional, families and businesses looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on understanding our clients needs and objectives first, then secondly, developing a tailored financial plan to address...
My team specializes in working with driven, successful professional, families and businesses looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on understanding our clients needs and objectives first, then secondly, developing a tailored financial plan to address their specific needs and objectives while helping to achieve financial security.