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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The Latest From FPA of East Tennessee

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

NexGen

NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning. NexGen serves to educate, promote and integrate the next generation of CFP® professionals.
CLICK HERE for information about our NexGen Programs

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

SILVER Partners

John Thyberg, CFS®, CAS® john.thyberg@allianzlife.com
Raleigh Strobel rstrobel@aresmgmt.com
Margo DeLashmutt, CFP® margo.delashmutt@blackrock.com
Carson McLean Carson.McLean@dimensional.com
Ann McAdams Ann.McAdams@pimco.com
Orian Williams, JD,LL.M, CFP® Orian.Williams@PacificLife.com

BRONZE Partners

Jesse Hedrick jesse@collegiateblueprint.com
Bobby Shanahan bshanahan@horizoninvestments.com
Olivia Hails Olivia.Hails@janushenderson.com
Kim Spencer, CFP®, CDFA® kim@yourplacetoflourish.com
Zach Gosselin zach@tba.com
Scott Boughton Scott_Boughton@americancentury.com
Andrew Clark Andrew_Clark@avantisinvestors.com
Phil Martin pmartin@honoringchoicestn.org