We're here to help you navigate the chaos of everyday life and help build the financial security to free you to use your time and resources how you want. 

The goal in creating CrestPoint was to be able to have the best resources available to work most effectively for our clients, and to always be able to provide non-biased advice.  Our decision to partner with our brokerage, Cambridge Investment Research, Inc, came from careful consideration of their technology, wide range of product offerings, and representative service.  Cambridge helps us serve you as our client better.  You can learn more about Cambridge on their website.   

Our Team

Monte Miller

Advisor | CEO

Monte has spent over twenty-seven years as a financial advisor. He has a passion for working side-by-side with clients to achieve their financial goals. He is a graduate of the University of Tennessee and holds the following FINRA licenses: 

  • Series 6 -- Investment Company and Variable Contracts Products Representative

  • Series 7 -- General Securities Representative

  • Series 24 -- General Securities Principal

  • Series 51 -- Municipal Securities Fund Limited Principal

  • Series 63 -- Uniform Securities Agent State Law

Outside the office, Monte enjoys spending time outdoors, traveling, and reading. He is a deacon at First Baptist Church of Knoxville, where he has previously served on the finance committee. He is also a board member of the Knoxville Bearden Rotary Club. Monte and his wife Megan have two daughters, Josie and Georgia.

 

Ryan Tenry, CFP®, ChFC®

Advisor | President

After graduating from the University of Tennessee, Ryan began his career as a Financial Advisor in Knoxville, TN.  Ryan and Jeanne work with a select group of individuals, families and companies to help them build, manage, protect, and transition comprehensive wealth. Ryan is both a CERTIFIED FINANCIAL PLANNER® and a CHARTERED FINANCIAL CONSULTANT™ holds the following FINRA licenses:

  • Series 6 – Investment Company and Variable Contracts Products Representative

  • Series 7 – General Securities Representative

  • Series 63 – Uniform Securities Agent State Law

  • Series 65 – Uniform Investment Advisor

Ryan spends his free time with his wife Emily and their three children Maeley, Knox and Shepard.  They enjoy outings with friends and family, church activities and the outdoors.

 

Jeanne Newton

Client Relations Manager

With more than 12 years of financial services experience, Jeanne strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly.  She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information and managing account transfers.  Jeanne and her husband Joe have two sons, Daniel and Nick. They are all passionate Nashville Predators fans.

 

Shelby Julian

Client Relations Manager

After graduating from Bryan College, Shelby spent seven years working in finance for the Knox County Register of Deeds. She has taken over our office administration as well as ensuring our client’s needs are met. Outside of work Shelby spends the most of her time with her husband Jose as well as their dogs Fitz and Poppy. In the fall she also coaches the girls soccer team at South Doyle High School.