(615)778-1790     ACCOUNT VIEW  FacebookTwitter 

Team

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, retirement...

Read more

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...

Read more

Mike is an LPL Financial Consultant specializing in comprehensive wealth management for his clients, while focusing primarily on income producing investments. Mike is registered with LPL Financial for securities in Kentucky and in...

Read more

Melissa is Director of Insurance Operations 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...

Read more

Rina Melius

Director of Marketing & Client Communications

(615)778-1790 x 100

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,...

Read more