FPA of East Tennessee | Financial Planning Association

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At FPA of East Tennessee, our core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.

Our mission is to promote the value of the financial planning profession by providing quality continuing education for our members, increasing public awareness of the benefits of the financial planning process, and promoting high ethical standards within the profession.

We look forward to hearing from you!

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FPA of East Tennessee 2025 Chapter Events

Our Quarterly Newsletter

Partnerships

Partner with FPA of East Tennessee. Learn about the ways you can support our Chapter. We welcome your involvement.

CLICK HERE to learn more about partnering with us

FPA of East TN Job Board

Post job openings, find potential candidates, search openings. The online Career Center is a benefit for FPA members.

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Pro Bono Financial Planning

Free, no strings attached, one-on-one no strings attached pro bono financial planning for underserved d populations, particularly low-income individuals or families.

CLICK HERE to learn more about Pro Bono

Member Benefits

Click below for specific links that we think would be beneficial to you as a member.

CLICK HERE to take advantage of FPA membership benefits

NexGen

NexGen is a nation‐wide community within the FPA Association and serves to educate, promote and integrate the next generation of CFP® professionals.

CLICK HERE for information about our NexGen Programs

Nathan Burcham, CFP®

Burcham Benefits, LLC

Caroline Friedrich, CFP®, CPA

President Elect and Secretary

Hillvale Wealth Management, LLC

Samuel Shelley, CFP®

Treasurer and Director of Technology

Marzolf Investment Group

Connor Cox, CFP®

Director of Partnerships

Proffitt & Goodson, Inc

Trey Ogle

Membership Director

Waypoint Financial Partners

Thomas Cook, CFP®, EA

Director of Community Relations & Pro Bono

Retire to Tellico

Nicholas Hughes, CFP®

Director of Programs and Communications

Visionary Horizons Wealth Management

Paul Fain, CFP®

Director of Advocacy and Government Relations

Asset Planning Corporation

Collin Ironside

Director of Communications

Rather & Kittrell Capital Management

Katy Cook

Katy Cook

Chapter Executive

Jonathan Addington Jonathan.Addington@jmaddington.com

Gabrielle Gregoline gabrielle.gregoline@financeofamerica.com

Sam Tippy, CFP®, CLU®, ChFC®, RICP® sam.tippy@allianzlife.com

Rachel Kotubey Rachel.Kotubey@dimensional.com

Orian Williams, JD,LL.M, CFP® Orian.Williams@PacificLife.com

Ann McAdams Ann.McAdams@pimco.com

Joe Ottaviano, CFP®, CKA® joe@assetplanningcorp.com

Jesse Hedrick jesse@collegiateblueprint.com

Evan Harbot, CFP®, CIMA®, AIF® Evan.Harbot@cnl.com

Robert McLarney robert.mclarney@firsteagle.com

Noah Ordway nordway@manning-napier.com

Don Nalls, CFP® don@nallssherbakoff.com

Kim Spencer, CFP®, CDFA® kim@yourplacetoflourish.com

Jennifer Benedict Jennifer_benedict@vanguard.com

Roger Kiger, CFP® roger@visionaryhorizons.com

Olivia Hails Olivia.Hails@janushenderson.com

Zach Gosselin zach@tba.com

Phil Martin pmartin@honoringchoicestn.org