02/09/2026
Grateful for a few days of learning, networking, and professional growth last week!
Helping Families Protect Income, Build Wealth, and Retire Comfortably
Local Husband & Wife Financial Advisory Practice
02/09/2026
Grateful for a few days of learning, networking, and professional growth last week!
18/08/2026
This week, we're shining the spotlight on Dr. Reed Jarvis, owner and chiropractor at The Resilience Lab in Maryville, TN. Reed is not only an incredible provider who is passionate about helping people move, feel, and function at their best, but he's also a good friend of ours and as patients ourselves, we can personally attest to the level of care, knowledge, and attention he brings to every visit!
Whether you're dealing with pain, recovering from an injury, an athlete looking to stay at the top of your game, or simply looking to improve your overall well-being - The Resilience Lab is dedicated to helping you reach your health goals!
We highly recommend checking it out! 😊
📞(865) 257-9093
🌐https://shorturl.at/h8La2
📍2940 Topside Rd, Louisville, TN 37777
17/08/2026
As summer comes to a close and many families settle into new routines, it's a great time to take a step back and make sure your financial plan is keeping pace with your goals. Whether you're balancing lesson plans, family schedules, extracurricular activities, or everything in between, we'll share practical insights to help you feel more confident about your financial future.
🔗 Register here: https://nm.zoom.us/webinar/register/WN_kcP7sYuxTmuEeiGTwDX9lg
If you're the kind of person who:
✅ Opens 14 tabs and forgets why 13 of them exist
✅ Either unintentionally forgets appointments or has to try EXTREMELY hard not to
✅ Says, "I'll do that in a minute" and remembers three weeks later
✅ Can focus for 6 straight hours on the wrong thing
Then we might have more in common than you think!
As someone who is vocal about my journey with ADHD, I've found that I naturally connect with clients who experience the same challenges (ADHD or not). Not because I have all the answers, but because I genuinely understand what it's like to navigate life with a brain that is just different. Being a financial advisor doesn’t make me immune to the challenges; it just gives me the knowledge and systems to work around them.
The bad news? These traits can make financial planning feel overwhelming and impossible.
The good news? Our process focuses on progress over perfection so you can make meaningful strides instead of procrastinating.
If you're looking for support and guidance from someone just like you, let's connect!
10/08/2026
DON'T FORGET – Join Us This Thursday! 🚨
Northwestern Mutual virtual event featuring Alfonso Ribeiro, TV host, entertainer, and father of four. Alfonso will share practical insights on balancing life's demands, prioritizing what matters most, and creating more meaningful moments with the people you love.
Whether you're focused on family, career, or both, you won't want to miss this inspiring conversation.
Register Here: https://www.northwesternmutual.com/nurture/art-of-prioritizing-webinar?utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge_life-events_25-phase4&utm_content=np_art-of-prioritizing-webinar_field_field&utm_term=webinar-register-now_cta&agentid=0S1611
Invite a friend who could benefit from this discussion!
08/08/2026
We had the honor of presenting the Epson Tour’s Anne Baker Furrow Volunteer of the Year Award at the Inaugural Smoky Mountain Championship this week!
We loved getting to see an event of this caliber hosted right here at our home course, Green Meadow Country Club. The entire tournament was incredibly well run, and it was awesome seeing our course and community showcased on the professional stage.
A special shoutout to our friend and Assistant Tournament Director, Stan Norris and the entire team of staff and volunteers who put in countless hours to make the week such a success. 👏
And congratulations to Mirabel Ting on a well-earned victory! I personally followed her around for the afternoon, and she battled like a true competitor, and threw an absolute dart on the playoff hole to take the trophy! She announced at the ceremony it was her first professional win!
We’re already looking forward to seeing the Epson Tour back in East Tennessee next year!
05/08/2026
We’re back with another session of our webinar series this month!
This month’s webinar is especially timely as families settle back into the school year.
🚨Teachers: With benefits enrollment and a new school year underway, this is a great opportunity to get a clearer understanding of your benefits and how they fit into your overall financial picture.
Whether you’re juggling work, kids, sports, or everything in between, this webinar is designed with your schedule in mind.
If you’re wondering what financial planning should look like, this is a great place to begin!
🔗 Register here: https://nm.zoom.us/webinar/register/WN_kcP7sYuxTmuEeiGTwDX9lg
04/08/2026
This week's spotlight is Triad Land & Ag Services LLC, owned and operated by Jason Johnson. This company is helping property owners across East Tennessee tackle projects with the kind of reliability and professionalism that every customer hopes to find.
In addition to running Triad Land & Ag Services, Jason also owns Traditions Barber Shop in Lenoir City. As a customer there myself, I can personally say I've always been able to trust the quality of the work and the attention to detail!
Check them out!
📞 423-363-1980
29/07/2026
Busy friends - this is tomorrow! Looking forward to sharing some ideas!
📲 Text "WEBINAR" to 865-251-4843 to get the link to join!
Between work, kids, activities, and everything else life throws at you, financial planning often gets pushed to the bottom of the list.
THIS WEEK - Join our webinar, The Financial Playbook for Busy Parents, and learn simple strategies to help you get organized and make confident financial decisions for your family's future.
📅 Thursday, July 30th | 7:00 PM
💻 Virtual (Zoom)
📲 Text "WEBINAR" to 865-251-4843 to register
Share with the other busy people in your life! 😅
27/07/2026
Between work, kids, activities, and everything else life throws at you, financial planning often gets pushed to the bottom of the list.
THIS WEEK - Join our webinar, The Financial Playbook for Busy Parents, and learn simple strategies to help you get organized and make confident financial decisions for your family's future.
📅 Thursday, July 30th | 7:00 PM
💻 Virtual (Zoom)
📲 Text "WEBINAR" to 865-251-4843 to register
Share with the other busy people in your life! 😅