Our Team

Asset Management Specialist

Wade McMinn

Partner

Estate and Trust Specialist

Mike Estes

Partner

Financial Advisor

Brian Cook

Partner

Director of Client Services

Emily Mullins

Director of Client Services

Asset Management Specialist

Jamie Hinson

Financial Advisor

Client Service Representative

Mary McMinn

Client Service Representative

Financial Advisor

Mike Dunn

Financial Advisor

Financial Advisor

Tony Youssefi, ChSNC

Financial Advisor

Financial Advisor

Matt Moser, ChSNC, MBA

Financial Advisor

Registered Principal

Steve Hale, EA, CFP®

Registered Principal

Investment Advisor Representative

Hugh Atkinson

Registered Representative

Administrative Assistant

Janet Hutton

Administrative Assistant

Financial Advisor

Buster Bateman

Financial Advisor

Financial Advisor

John C. Wooten

Financial Advisor

Practice Manager for John Wooten

Jennifer Wooten

Practice Manager for John Wooten

Financial Advisor Chattanooga Office

Sean Vereen

Financial Advisor
Chattanooga Office

Director of Operations Chattanooga Office

Matt Casey

Director of Operations
Chattanooga Office

Client Relations Manager Chattanooga Office

Makenzie Bailey

Client Relations Manager
Chattanooga Office

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Capital Wealth Advisor