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

Derek Keeton

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Derek Keeton Visit Derek Keeton's website


Our team

Carter Owens

Carter Owens

Paraplanner

Qualifications

  • B.S., Sociology, Tennessee Technical University, 1997
  • A.A.S., Criminal Justice, Tennessee Technical University, 1997
  • Series 7 and 66 Licensed
  • TN Insurance Licensed

Roles & Responsibilities

  • Client Service
  • New Business Processing
  • Appointment Follow up
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Ella Rose Keeton

Ella Rose Keeton

Administrative Assistant

Roles & Responsibilities

  • Administrative Support to the Team
  • Client Service
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Madison Keeton

Madison Keeton

Financial Planning Assistant

Qualifications

  • B.S., Business Management, Western Governors University, 2023

Roles & Responsibilities

  • Client Service
  • Financial Planning, Data Gathering and Input
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Emalea Sexton

Emalea Sexton

Client Service Specialist

Qualifications

  • B.S., Business Administration, Accounting, Concentration in Finance, University of the Cumberlands, 2023

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
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