Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Military Professionals & Veterans
- College Savings
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Aviation
- Sports Enthusiast
- Social Responsibility
- Spending Time with Family
- Rugby
Team Members
- Lisa MoffittSr. Branch Office Administrator
- Kasey WilderBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Phone
(423) 587-0675Fax
(888) 423-4270Office Address
1018 West First North StreetMorristown, TN 37814opens in a new window
Mailing address
Po Box 1974Morristown, TN 37816
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