Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Robert Wallace

Financial Advisor

Franchise Owner
Learn more about Robert Wallace Visit Robert Wallace's website

Bill McCall

Financial Advisor

Managing Director of Heritage Advisory Group
Learn more about Bill McCall Visit Bill McCall's website

Robert Schutt

MBA, CFP®, APMA

Associate Financial Advisor

Business Financial Advisor
Learn more about Robert Schutt Visit Robert Schutt's website


Our team

Rebekah Stevens

Rebekah Stevens

Client Service Manager

Qualifications

  • 9 years experience in the financial service
  • FINRA Series 7; FINRA Series 63
  • BS Bachelor of Science with major of study in Finance , University of Tennessee - Knoxville
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Liddie Dockery

Liddie Dockery

Administrative Assistant

Qualifications

  • 20 years experience in the financial service
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Erin Pendleton

Erin Pendleton

Client Service Specialist

Francesca Ravelli

Francesca Ravelli

Intern,

Assistant

Qualifications

  • Finance Student at the University of Tennessee
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Drew Schutt

Drew Schutt

Intern,

Assistant