Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.
Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.
Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.
Each of our advisors and leadership team members upholds an active, ongoing commitment to maintaining the most up-to-date professional education and specializations. From training with Ed Slott’s Elite IRA Advisor Groupâ„ to continuing education programs from prestigious industry associations like the Investment & Wealth Institute and the CFP® Board, we never stop learning and working to provide the best service possible. Our in-house investment analyst is available to answer your questions and provide transparency in the due-diligence and research processes that go into the design of each of our portfolio strategies. Meet our team.
Each of our advisors and leadership team members upholds an active, ongoing commitment to maintaining the most up-to-date professional education and specializations. From training with Ed Slott’s Elite IRA Advisor Groupâ„ to continuing education programs from prestigious industry associations like the Investment & Wealth Institute and the CFP® Board, we never stop learning and working to provide the best service possible. Our in-house investment analyst is available to answer your questions and provide transparency in the due-diligence and research processes that go into the design of each of our portfolio strategies. Meet our team.
From providing tax-smart savings and investment strategies to transitioning your life savings into providing a predictable retirement paycheck, we are here to help maximize your finances and navigate you throughout life’s many milestones. By organizing your assets and providing guidance and accountability, we will help you stay on track to define and reach your long-term financial goals. Learn more about our approach.
From providing tax-smart savings and investment strategies to transitioning your life savings into providing a predictable retirement paycheck, we are here to help maximize your finances and navigate you throughout life’s many milestones. By organizing your assets and providing guidance and accountability, we will help you stay on track to define and reach your long-term financial goals. Learn more about our approach.
We think of our clients as friends and neighbors and believe in providing education and straight talk. Through our consultative meeting process, regular educational events and content resources, we offer timely insights to help make sense of the current market and economic environment.
As a local, independent business, we also play an active role in supporting and volunteering for organizations that make our communities better, including:
We think of our clients as friends and neighbors and believe in providing education and straight talk. Through our consultative meeting process, regular educational events and content resources, we offer timely insights to help make sense of the current market and economic environment.
As a local, independent business, we also play an active role in supporting and volunteering for organizations that make our communities better, including:
Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.
Scott is a Certified Investment Management Analyst SM professional and is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios. Scott is also the editor of the quarterly client investment letter. His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives. His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.
Prior to joining the firm in 2008, Scott worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta. He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee, where he had the pleasure of meeting Warren Buffet three times. He is also a member of the Investment & Wealth Institute.
Scott is blessed with four sons and two daughters that are the joys of his life. He is a member of Providence Church and The Rotary Club of Oak Ridge. In his spare time, Scott enjoys playing basketball, tennis and relaxing with a good book.
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