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MEET THE TEAM
TIM DANIELL
Partner/ Financial Planner
I’ve always wanted to help people be good stewards of their money and make wise financial decisions. Helping our clients set goals that allow them to make positive impacts on themselves, their family and others has given me the opportunity to do just that.
Office: (423)-702-8944
Cell: (423)-314-5070
BRAD BURCHAM
Partner/ Financial Planner
Clients who own a business or run a practice have unique issues that need addressed by a professional. I am a business owner myself, so I face many of the issues they do. This makes it easy to plan for them because I understand their struggles.
Office: (423)-702-8942
Cell: (423)-421-7654
JEFF COLLIER
Financial Planner
Jeff was born and raised in Memphis, Tennessee. He is a graduate of the University of Tennessee Knoxville with a Bachelor’s Degree in Economics. In his spare time Jeff enjoys exploring the beautiful city of Chattanooga with his wife Emily, and daughters Caroline and Mary Charles. He is also an avid runner, enjoys playing golf, and loves all things related to Tennessee athletics. Jeff holds Series 7 and 66 securities registrations as well as the Life and Health Insurance licenses.
Office: (423)-702-8962
Cell: (865)-607-9273
COLLIN DANIELL
Financial Planner
Financial Planning should be a key component of everyone's life. My job is to make individuals and families aware of their options by drawing up a road map for their future. By the time my clients have gone though a financial plan, my desire is for them to see that their goals are attainable and to once again become passionate about their finances.
Office: (423)-702-8976
Cell: (423)-994-4289
WILL FRENCH
Operations Manager
I've lived in Chattanooga for most of my life, graduating from Lee University with a Bachelor's Degree in Finance in 2019. As the Operations Manager for the firm, I manage & process most of the new business & help construct financial plans. In my spare time, I enjoy running, hiking, playing ultimate frisbee, & serving at church. I currently hold Series 7 & 66 securities registrations as well as the Life & Health Insurance licenses.
Office: (423)-702-8977
Cell: (423)-883-7127
KOHL HENKE
Assistant
I was born in Chattanooga and have lived here for most of my life. I currently play football for the University of Tennessee at Chattanooga where I'm pursuing a Bachelor’s Degree in finance. I hope to continue working in the financial industry after college whether in insurance, investments, or both.
Office: (423)-541-9319
Cell: (423)-827-7949
BRADEN DANIELL
Assistant
I've worked under Tim and Brad at this firm since the beginning 2021; all the while working towards completing my bachelor’s degree at Lee University. I plan to continue learning more about financial planning and advising while I work here, as I hope to use the knowledge that I have gained to start a practice of my own soon after I finish school. Until then, I’m more than happy to help in any way I can.