Knoxville, TN

Knoxville At-A-Glance

3834 Sutherland Ave.
Knoxville, TN 37919

Phone: (865) 293-4051
Focus: Institutional Retirement, Wealth Management

Knoxville, TN

Thank you for your interest in our services. While each client defines success differently, they all have the same expectations: to be treated fairly, with integrity, honesty and a commitment to excellence. The client relationships we foster, along with the financial solutions we deliver, are products of a collaborative approach built upon hard work, transparency and research. We’ll work to earn your trust every day. We look forward to meeting you to learn more about your goals and needs.

Charlotte Valentino

Charlotte Valentino, CFP^®

Wealth Manager, Team Lead

cvalentino@sageviewadvisory.com

Chris Martin

Chris Martin, CFP^®, CRPC^®

Specialist, Investment Strategy

cmartin@sageviewadvisory.com

Derrick Byrd

Derrick Byrd, CFP^®, MBA

Wealth Advisor

dbyrd@sageviewadvisory.com

Douglas A. Webster

Douglas A. Webster, AIFA^®

Managing Director, Retirement Plan Consulting

dwebster@sageviewadvisory.com

John Schindler

John Schindler, CFP^®, AIF^®

Wealth Advisor

jschindler@sageviewadvisory.com

John Majors

John Majors, FSA, CFA®, AEP

Managing Director, Wealth Management

jmajors@sageviewadvisory.com

Justin Wohlford

Justin Wohlford

Associate Wealth Advisor

jwohlford@sageviewadvisory.com

Kyla Keck

Kyla Keck, ERPA, CPC, CEBS

Vice President, Retirement Plan Consulting

kkeck@sageviewadvisory.com

Lindsey Bailey

Lindsey Bailey

VP, Regional Practice Management

lbailey@sageviewadvisory.com

Lisa Koscielny

Lisa Koscielny, AIF^®, CPFA

Associate Vice President, Retirement Plan Consulting

lkoscielny@sageviewadvisory.com

Mallory Jackson

Mallory Jackson, CFP^®

Wealth Advisor

mjackson@sageviewadvisory.com

Monica Ivins

Monica Ivins, CFP^®

Associate Wealth Advisor

mivins@sageviewadvisory.com

Nick Jahn

Nick Jahn, MBA, QPFC

Vice President, Retirement Plan Consulting

njahn@sageviewadvisory.com

Nolan Early

Nolan Early

Senior Associate, PersonalSAGE Financial Coaching

nearly@sageviewadvisory.com

Rich Ginel

Rich Ginel, Jr., MBA, CIMA^®

Vice President, Investment Consulting

rginel@sageviewadvisory.com

Ryan Manaker

Ryan Manaker

Managing Director, Wealth Management

rmanaker@sageviewadvisory.com