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.
Monte has spent over twenty-two 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 also serves on the finance committee. Monte has been married to Megan for 8 years, and they have two daughters, Josie, five, and Georgia, two.
Amber serves as the Client Relations Manager at CrestPoint Wealth Management. She holds a bachelor’s degree in Communications from the University of Tennessee, and has worked in Human Resources, Marketing and Administration roles, with a continued passion for relationship building and problem solving. Amber enjoys reading, cooking and spending time outdoors with her son, husband and cantankerous hound dog, Otie. In her spare time she serves as Secretary to the North Farragut/Hardin Valley chapter of MOMS Club International.
As a finance undergrad with a collateral in business analytics at the University of Tennessee, Logan began working for CrestPoint in August of 2017 as a Planning Assistant. His duties vary from portfolio analysis and design to managing our comprehensive planning software eMoney. Apart from gaining valuable planning experience and working towards getting his required licenses for future planning, Logan enjoys watching sports and outdoor activities such as hunting and fishing. He is also Sevier County native and graduated from Sevier County High School in 2014.