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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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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 Wealth Advisor
Investment Policy Committee Member
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Riley Gallaher
Wealth Advisor
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Thomas Hamilton
Chief Compliance Officer
INVESTMENT POLICY COMMITTEE MEMBER
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Renee Hobart
Director of Employee Engagement
Kim Collins

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Kim Collins
Executive Assistant
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Heidi Clearman
Social Media Specialist
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Wendy Casale
Fintech Administrator
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Megan Robinson, FPQP
Client Services Manager
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Amanda Hogan
Client Service Specialist

Kingston Office

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John “Jock” Tonissen, CLU® LUTCF®
Registered Representative,
Investment Advisor
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Heather Hammonds
Director of Client Services

Mooresville Office

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James D. Stillman, RFC®
Wealth Advisor
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Kelly Stillman Sabin
Client Service Specialist
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