Financial Planner

OFFICE: Knoxville
1225 Weisgarber Road Suite 180
Knoxville, TN, 37909
(865) 246-1681

Direct: (865) 246-1681
Cell: (865) 624-6006
Fax: (865) 246-1755

Find me on LinkedIn

Many people are nervous to learn where they stand with respects to their retirement or other financial goals. This means people ignore the problem until it is too late. What we hope our clients find, however, is relief once they understand what it will take to help meet their goals.

I realized, back in the early 2000’s, that my financial advisor earned his living by talking to people and helping them solve their financial problems. I am passionate about building relationships with my clients and helping them write the most fulfilling version of their life’s story.

When we first start working with our clients, they have questions like: Have we saved enough? Will we outlive our money? What happens if one of us predeceases the other? What about long term care? Will we be able to continue our current quality of life? What happens to the business?

These are common questions and shared by many people nearing, or already in, retirement. These are also questions that young families and business owners should ask themselves, as well. However, by determining what it will take to meet their goals, our clients are no longer afraid of the unknown and can focus on making progress.

Retirement Income Planning
Financial Planning for Families
Risk Management
Portfolio Management

United States Military Academy at West Point Bachelor of Science - Economics

Chairman, Florence Crittenton Agency Executive Board
Board Member, Knoxville Zoo
Treasurer, West Point Society of East Tennessee
Leadership Knoxville, 2013
Greater Knoxville Business Journal’s 40 under 40 in January of 2013

Entrepreneurs, Executives, Retired Military Personnel

Bavy's Team:
(865) 246-1758