

Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Values and Faith Based Investing
Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Values and Faith Based Investing
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CKA®
Certified Kingdom Advisor®
Personal Interests
- Personal Fitness
- Spending Time with Family
- Swimming
- Pickleball
- Community Outreach
Team Members
Bettye Jo PurdaSr. Branch Office AdministratorFPQP®
Janie DamewoodSr. Branch Office Administrator
Herbert KoehlerBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(865) 671-4613Fax
(800) 245-0414Office Address
137 West End AveFarragut, TN 37934opens in a new window
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