People should manage money —
not the other way around.
We’ve filled our firm with people who care about putting the clients’ best interests first, every time.
Our Mission Statement
At our firm, we have the client — and only the client — in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
We realize our clients have concerns regarding making sure their investment assets are growing without taking too much risk. Also, many times retirees will worry if they might outlive their assets. Our commitment is to utilize all of our resources to help you pursue your goals and understand any potential pitfalls.
If you are interested in an independent, fiduciary relationship, along with assistance in creating a comprehensive wealth management plan, please contact us today.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. We believe our teamwork approach adds a broader prospective to all we do and provides increased benefits to our clients.
Whether you have significant assets to manage — or if you are just starting to accumulate wealth — we have the tools and background to provide the services that may fit your needs.
Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.
Chris, a co-founder, has worked in the financial services industry for 30 years and has been a Financial Advisor for the majority of that time. Chris is a native of Greene County and received his Bachelor of Business Administration degree from East Tennessee State University. Andrea O’Dell is his wife of 27 years and they have two sons and a daughter. In his spare time, he enjoys spending time with his family, running, biking, and farming.
Senior Operations Associate
Lori is a fully licensed associate and has worked closely with Chris O’Dell servicing their clients for the past 14 years. She has lived in Greene County since 1984 and is married to Sonny Harmon. She loves spending time with her children and grandchildren and also enjoys traveling, swimming, hiking and biking.
Administrative Support Specialist
Nelson is a fully licensed associate and joined the team in October of 2017. He received his degree in Finance with a concentration in Corporate Finance and Investments from East Tennessee State University in December of 2017. He is a native of Greene County. He enjoys hunting, fishing and most anything in the outdoors.