Knoxville Metropolitan Area
Life is full of transitions, many of which involve money. I have the privilege of helping accomplished families simplify those transitions through clarity and purpose. Working with our Rather & Kittrell team and professional network of specialists, I provide an experience that addresses the five biggest challenges facing my clients: preserving their wealth, mitigating their taxes, taking care of their heirs, protecting their assets from questionable third parties and maximizing the impact of their charitable gifts. For businesses and organizations that want to help their employees make work optional, I specialize in comprehensive retirement plan governance that involves uncovering and managing plan costs, implementing sound investment policy, reducing fiduciary responsibility and improving the retirement outcomes for employees. I joined Rather & Kittrell in 2002 after working for three years at a regional brokerage firm and in 2011, I was honored to become the third owner, establishing a formal succession plan for the firm. Throughout the year, I speak to various groups about stewardship and responsible money management. I hold advanced degrees in wealth management and investment consulting and am a member of multiple advisory associations. I also contribute to the Knoxville News Sentinel’s Sunday business section and am the author of Beyond the White Coat: Wealth Management for Physicians in Turbulent Times. If you are interested in hearing more, feel free to contact me for a second opinion.
Devoted to taking the worry out of wealth for successful families so they can focus on what they care about most. Rather & Kittrell, Inc. is a Registered Investment Adviser