As a Wealth Advisor with ORNL FCU Wealth Management, I consider myself a “Teacher of Investments.”I want to make sure my clients are truly engaged with the process rather than just trusting me to do it for them. I feel that my clients sleep better at night when they have a clear understanding of what is happening with their investments. My process is to take a global look at all assets under manag
ement which will help provide the client a comprehensive overview of their entire portfolio. I have spent the last 13 years of my career advising a
wide range of clients at numerous regional institutions. While working with Athens Federal Community Bank and Raymond James I consulted with my clients and helped them with many of their different financial goals and objectives, including college planning, retirement planning and estate planning. Before recently joining ORNL FCU Wealth Management in 2021, I worked as a Wealth Advisor at Regions Bank in their Private Wealth Management and Trust department where I served many high-net-worth investors with their financial planning needs. I graduated from the University of Tennessee at Chattanooga in 2005 with BS Degree in Economics. I was a long-time member of the Bradley Sunrise Rotary Club, and I am currently looking to join the Loudon, TN Rotary Club. I played golf competitively throughout high school and college and am still an avid golfer today. Myself and my beautiful wife, Elizabeth, have one daughter, Lainey Reese and we all enjoy playing golf, hiking and basically doing anything together that we can outdoors.
