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.
Ryan is a graduate of the University of Tennessee, and has eleven years of experience as a financial advisor, concentrating on insurance and investment strategies. He specializes in working with clients to develop personalized, comprehensive investment strategies that address their specific concerns and goals. 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
Jeanne is a Client Relations Manager at CrestPoint Wealth Management. With more than 10 years of financial services experience, Jeanne strives to ensure that our clients administrative and operational needs are handles accurately and efficiently. She handles day-to-day administration of accounts, including opening new accounts, updating existing account information, and managing account transfers.