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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Robert is an LPL Registered Principal and CERTIFIED FINANCIAL PLANNER™ (CFP®) specializing in comprehensive wealth management which encompasses all areas of financial planning. These include investment allocation strategies,...

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Jessica is an LPL Registered Independent Advisor specializing in comprehensive wealth management. She serves clients in all three wealth cycles: accumulation, distribution, and transfer of wealth. Her process is to create a customized...

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Matt is licensed in Life, Health, Disability, Property, Casualty, Long Term Care insurance and investment company products and variable contract products. Matt has 25 years of start-up business operations and launch experience in the...

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Michael is an LPL Registered Financial Advisor and has practiced as a Certified Public Accountant for over 20 years. He has also served as a Real Estate Agent. He brings to the table a variety of experience working for large...

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Rina Melius

Director of Marketing & Client Communications

(615)778-1790 x 305

Rina Melius joined Wealth Management Group as the Director of Marketing and Client Communications in September 2013. She serves as the liaison for all incoming communications, assists Robert in scheduling and preparing for meetings,...

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Melissa is Director of Human Resources and joined the WMG team in September of 2011. She grew up in the South; Mobile, AL, Bay City, TX and finally Chattanooga, TN. She attended college at UT Chattanooga where she earned her BSN...

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