Meet the Team
Jerry Goodman, CFP®
Managing Principal
Jerry Goodman began his career as a financial consultant in 1982 and has also served as branch manager of the Knoxville office of Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 1998, he completed coursework from...
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Jared Hubbard, CPA
Financial Advisor
Jared Hubbard is a Financial Advisor for TN Wealth Management, as well as a practicing Certified Public Accountant. In his current role with TN Wealth Management, he assists clients with needs related to account management, as well as...
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Megan Hubbard
Client Relations Manager
Megan Hubbard is a Client Relations Manager for TN Wealth Management, assisting clients with needs related to general account management and portfolio planning. She began her financial career in 2002, working for Wachovia Securities...
Amber DeLong
Operations Manager
Amber brings more than 20 years of experience in operations, financial services, and business administration. She has a proven track record of enhancing client services and operational excellence. In this role, Amber will oversee the...
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Heather Hensley
Client Service Manager
Heather brings many years of administrative experience, with a proven track record of improving process efficiencies, delivering exceptional customer service, and supporting operational excellence. In her role, Heather will help guide...
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Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.