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.
Advisor | President
Monte has spent over twenty-five 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 of his work, 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. Monte and his wife Megan have two daughters, Josie and Georgia.
Advisor | Partner
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 currently pursuing his CFP designation and 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.
Upon graduating from the University of Tennessee, Rick began his career as a Financial Advisor in East Tennessee. Rick enjoys working with clients to help them write their next best chapter in regard to finances.
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
Rick and his wife Michelle enjoy life on their farm in Dandridge, antiquing, and traveling to out of the way places.
Client Relations Manager
With more than 10 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, and a ferret named Blue. They are all passionate Nashville Predators fans.
A graduate of the University of Tennessee as of May 2019, Laura has well-rounded experience in both traditional and digital marketing strategies. She strives to ensure the CrestPoint Wealth Management brand integrates seamlessly. Laura speaks intermediate French and enjoys traveling all over the world. On weekends she goes hiking and is an avid concert-goer.
Brandy joined Cambridge in 2018. She assists with administrative responsibilities including account management, reporting and planning, communication, and client management. Brandy is a graduate of the accounting assistant program at Indian Hills Community College in Ottumwa, Iowa. She currently lives in southeast Iowa where she enjoys hiking, fishing, and camping with her family.