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(423) 648-2733
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Our Team

Carrie Turcotte

Carrie Turcotte CFP®, RICP®

Financial Planner and Investment Strategist

423.648.2733

Crystal Leigh Walker

Crystal Leigh Walker, CFP®, CRPC®, CKA®

Financial Planner and Investment Strategist

423.648.2733

Adelaide Harmon

Adelaide Harmon

Client Relations Specialist

423.648.2733

CyCy Cornaglia

CyCy Cornaglia

Director of First Impressions

423.648.2733

Lessa Tam

Lessa Tam

Client Services Assistant

833.530.1503

Eric McCrickard

Eric McCrickard

Sr. Marketing Consultant

Brenton Simonson

Brenton Simonson

Chief Financial Officer

Get to know us.

We are different.

Like you, we wear many hats: 

We are mothers.
We are partners.
We are daughters.
We are caregivers.
We are employees.
We are business owners.

We understand how challenging life can be when you share in so many responsibilities. There is often limited time to plan for your own hopes and dreams.

We are here.

To create with you, to plan with you, to guide you, to walk with you. Our goal is to help you navigate through life, help you pursue your goals, help you care for your family, and help you work toward financial peace.

I'm ready. Let's talk about my plan.

Begin Today.