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Our Team

With Our Firm, You Get More Than Just A Financial Advisor. You Get A Financial Team.
When you work with us, you get a partnership that goes beyond investments and returns. That’s why we’ve set up our firm a bit differently than others. Instead of one advisor, you get a team of professionals, all of whom are experts in their specific roles. The team works as an ensemble, giving you access to a wider range of knowledge and experience. Our clients benefit from this team approach in a variety of ways including:

• Get answers to your questions more quickly
• Gain access to a broader range of expertise and experience
• Receive specialized knowledge for your specific situation

Ballantyne Office

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Chris Hobart
CEO
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Andrew Greer, CFP®
Senior Wealth Advisor
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Corey Sunstrom, CFP®
Director of Financial Planning
Senior Wealth Advisor
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Jacob Woodrum, CFP®
Lead Investment Strategist
Investment Policy Committee Member
Jonathan

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Jonathan Padgett
Director of Insurance Planning
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Thomas Hamilton
Chief Compliance Officer
INVESTMENT POLICY COMMITTEE MEMBER
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Renee Hobart
Finance Officer
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Kim Collins
Executive Assistant
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Amy Vitale
Receptionist
Wendy

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Wendy Casale
Fintech Administrator
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Peter Falkenberg
Client Services Manager
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Amanda Hogan
Client Services Specialist
Kaelyn

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Kaelyn Embler
Client Services Specialist

Kingston Office

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John “Jock” Tonissen, CLU® LUTCF®
Wealth Advisor
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Heather Hammonds
Client Services Specialist

Mooresville Office

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James D. Stillman
Wealth Advisor
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Kelly Stillman Sabin
Client Services Specialist
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