Meet the Team

Find A Team Member

Alfred P. Robertson, CLU®, ChFC®
Alan D. Lott, MBA
Alan Banks, MBA, CExP
Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
Andrew J. Meehan, CLU®, CHFC®, AEP
Anna Acker
April Harrison
Arun Misra
Azia Collins
Balen Ebert
William (Bill) Coffey, FLMI
Billy Haley
D. Bradley Stonecipher
Brady Borella
Brian M. Holmes, RICP®, CExP®
Brooks M. Gregory, RICP®, ChFC
Bryan Scott
Cade Archer
Chandler Kornegay
Charlie Buffington, CFP®, ChFC®
Chris Ellington CLU®, ChFC®, CFP®, RICP®
Chris Whitman, MBA, ChFC® CExP™ CEPA®
Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
Clay McDowell, ChFC
Daniel Mills
Dara Davis
Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
David Rogers, RICP
David Gibson, MBA
David Walker, CRPC® CEPA®, Insight Alliance
Derek Granger
Dibyendu De, Ph.D.
Don Myre
Donald G Thibeault Jr
Donny Crass
Drew Hawkins
Dustin A. Dawes, CLU®, ChFC®, CExP
Dustin DeMersseman
Earl Schreiber
Garrett Smith
Garrett Williamson, CFP®
S. Gene Lee, ChFC®, RICP®
George Sanger
Grant E. Segal, CRPS
Hubert Cooke, III
Irma Montes
Jack Banda
James Gnefkow, JD, LLM, MBA, CExP
Jason Gaskins, CExP
Jay Milam
Jay Patel
Jennifer Trout
Jennifer Deal
Jennifer Howe
Jillian Holmes
James M. Caswell, III, CFP®
John E. Hill, JD*, LLM
John McCollum, CFP®, CExP™
John Shevlin
John A. Spann IV, CExP, CFP®, CLU®
Jonathan Palk
Jonathan Spahn
Joseph Coleman
Joseph Ladun
Josh Cobb, CFP®
Josh Greer
Keays Bass
Keith Dykes
Keith Kail
Kevin J. Linsey, CLU®, ChFC®
Lamar Barden, MSFS, LUTCF
Leslie Janssen, CExP
Lindsay Taylor
Mark Burkholder
Mark Schmidt
Matt Justice
Matt Hammel
Michael LaHurd
Thomas M. (Mike) Oates
Molly Bruning
Nabila Naeem
Nicholas A. Monterroso
Nick Johnson
Patrick Moore
Paul DeMersseman
Paul J. Fochler, II
Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
Paul L. Johnson, Jr., CFP®
Peter Cantwell
Ramon Brown
Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
Rob Harbison, CLU®, ChFC®, RICP®
Robert Pillow
Robert Mathis, CLU®
Russell Bolton
Ryan Vorhies
Ryan Calhoun
Ryan Barry
Sam Robinson, CPA, CFP®
Sam Mathis
Sarah Dozier
Sashana Whyte
Seth M. von Kuhn, WMCP, RICP®
Solomon M. Kafoure, CExP
Stan Helm
Tim Giarra, ChFC®
Tom Maier
William Martin, Jr.

Executive Leadership Team

Dustin A. Dawes, CLU^®, ChFC^®, CExP

Chief Executive Officer

James Gnefkow, JD, LLM, MBA, CExP

President

Darrell L. “Corky” Dawes, CLU^®, CHFC^®, CExP

CEO, Emeritus

D. Bradley Stonecipher

Director of Investments | President, Emeritus

Andrew J. Meehan, CLU^®, CHFC^®, AEP

General Agent Emeritus / President Distribution Emeritus

Robert Mathis, CLU^®

Founder and CEO, Emeritus (1946-2020)

John E. Hill, JD*, LLM

General Agent Emeritus / President, Emeritus Peachtree Planning

Alfred P. Robertson, CLU®, ChFC®

General Agent Emeritus

Vice Presidents

Alan Banks, MBA, CExP

Vice President

William (Bill) Coffey, FLMI

Vice President

Billy Haley

Vice President

Brian M. Holmes, RICP^®, CExP^®

Vice President

Chris Ellington CLU^®, ChFC^®, CFP^®, RICP^®

Vice President

Chris Whitman, MBA, ChFC® CExP™ CEPA®

Vice President

David Walker, CRPC® CEPA®, Insight Alliance

Vice President

S. Gene Lee, ChFC®, RICP®

Jason Gaskins, CExP

Vice President

James M. Caswell, III, CFP^®

Vice President, (1955-2025)

John McCollum, CFP^®, CExP™

Vice President

John Shevlin

Vice President

Josh Cobb, CFP^®

Vice President

Keith Dykes

Executive Vice President

Kevin J. Linsey, CLU®, ChFC®

Vice President

Mark Burkholder

Financial Specialist, Vice President

Matt Justice

Vice President

Thomas M. (Mike) Oates

Vice President

Paul DeMersseman

Vice President

Randy Whitman, CFP^®, ChFC^®, CLU^®, RICP^®, CExP, CEPA

Vice President

Sarah Dozier

Vice President, Disability Income Specialist, Life Brokerage Manager

Solomon M. Kafoure, CExP

Vice President

Stan Helm

Vice President

Our People

Alfred P. Robertson, CLU®, ChFC®

General Agent Emeritus

Alan D. Lott, MBA

Alan Banks, MBA, CExP

Vice President

Ande Frazier CFP^®️, CLU, ChFC, RICP, ChSNC, CDFA^®️ CExP

Andrew J. Meehan, CLU^®, CHFC^®, AEP

General Agent Emeritus / President Distribution Emeritus

Anna Acker

April Harrison

Arun Misra

Azia Collins

Balen Ebert

Administrative Assistant in South Carolina

William (Bill) Coffey, FLMI

Vice President

Billy Haley

Vice President

D. Bradley Stonecipher

Director of Investments | President, Emeritus

Brady Borella

615-519-0226

Brian M. Holmes, RICP^®, CExP^®

Vice President

Brooks M. Gregory, RICP^®, ChFC

Bryan Scott

Cade Archer

Chandler Kornegay

Charlie Buffington, CFP^®, ChFC^®

Chris Ellington CLU^®, ChFC^®, CFP^®, RICP^®

Vice President

Chris Whitman, MBA, ChFC® CExP™ CEPA®

Vice President

Christopher Pierce, CFP^®, ChFC^®, RICP^®, CExP™

Clay McDowell, ChFC

Daniel Mills

Managing Director

Dara Davis

Managing Director

Darrell L. “Corky” Dawes, CLU^®, CHFC^®, CExP

CEO, Emeritus

David Rogers, RICP

David Gibson, MBA

David Walker, CRPC® CEPA®, Insight Alliance

Vice President

Derek Granger

Disability Income Specialist

Dibyendu De, Ph.D.

Don Myre

Donald G Thibeault Jr

Donny Crass

Drew Hawkins

Dustin A. Dawes, CLU^®, ChFC^®, CExP

Chief Executive Officer

Dustin DeMersseman

Earl Schreiber

Garrett Smith

Garrett Williamson, CFP^®

S. Gene Lee, ChFC®, RICP®

George Sanger

Grant E. Segal, CRPS

Hubert Cooke, III

Irma Montes

Jack Banda

Wealth Management Advisor

James Gnefkow, JD, LLM, MBA, CExP

President

Jason Gaskins, CExP

Vice President

Jay Milam

Jay Patel

Jay B. Patel, CFP®

Jennifer Trout

Marketing Director

Jennifer Deal

TN Life Underwriter

Jennifer Howe

Financial Representative

Jillian Holmes

Client Relationship Manager

James M. Caswell, III, CFP^®

Vice President, (1955-2025)

John E. Hill, JD*, LLM

General Agent Emeritus / President, Emeritus Peachtree Planning

John McCollum, CFP^®, CExP™

Vice President

John Shevlin

Vice President

John A. Spann IV, CExP, CFP^®,CLU^®

Spann Financial Group LLC

Jonathan Palk

Jonathan Spahn

Joseph Coleman

Joseph Ladun

Josh Cobb, CFP^®

Vice President

Josh Greer

Keays Bass

Keith Dykes

Executive Vice President

Keith Kail

Managing Director – Knoxville / East TN

Kevin J. Linsey, CLU®, ChFC®

Vice President

Lamar Barden, MSFS, LUTCF

Leslie Janssen, CExP

Lindsay Taylor

Marketing Intern in South Carolina

Mark Burkholder

Financial Specialist, Vice President

Mark Schmidt

Matt Justice

Vice President

Matt Hammel

Michael LaHurd

Thomas M. (Mike) Oates

Vice President

Molly Bruning

Nabila Naeem

Nicholas A. Monterroso

Nick Johnson

Patrick Moore

Paul DeMersseman

Vice President

Paul J. Fochler, II

Agency Control Officer

Paul M. Glowienke, MBA, CFP^®, ChFC, CExP^TM

Paul L. Johnson, Jr., CFP^®

Director of Investments, Tennessee

Peter Cantwell

Cantwell Financial Services, Inc.

Ramon Brown

Randy Whitman, CFP^®, ChFC^®, CLU^®, RICP^®, CExP, CEPA

Vice President

Rob Harbison, CLU®, ChFC®, RICP®

Robert Pillow

Financial Advisor

Robert Mathis, CLU^®

Founder and CEO, Emeritus (1946-2020)

Russell Bolton

Ryan Vorhies

Ryan Calhoun

Ryan Barry

Sam Robinson, CPA, CFP^®

Sam Mathis

Sarah Dozier

Vice President, Disability Income Specialist, Life Brokerage Manager

Sashana Whyte

Seth M. von Kuhn, WMCP, RICP^®

Wealth Management Advisor

Solomon M. Kafoure, CExP

Vice President

Stan Helm

Vice President

Tim Giarra, ChFC®

Tom Maier

William Martin, Jr.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.