Financial Services - N/A, N/A, US
We are a Knoxville, Tennessee-based registered investment advisor founded in late 2012 and comprised of Donald Nalls, CFP®, T. Lee Sherbakoff, CPA/PFS CFP®, and Kim Spencer, CFP®, CDFA®. Combined, our team has over sixty years' investment experience, a deep appreciation of the financial markets, and insight into investor behavior, not to mention a relentless pursuit towards excellent client service. Together, we look forward to many years helping our clients pursue financial security.
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