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.
Insurance: AL, FL, GA, NC, OH, SC, TN, WA, VA
Securities: AL, CT, FL, GA, NC, OH, OK, TN
tim@bdplanningpartners.com
Office: (423)-702-8944
Cell: (423)-314-5070
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.
Insurance: AL, AR, AZ, CA, CO, FL, GA; AR Insurance License #: 7759708; California- Producer Name: Brad Burcham, CA insurance License #: 4109412; State of Domicile: Tennessee
Securities: AL, AZ, CO, FL, GA, MI, MT, NC, OH, TN, TX, VA, VT, WY
brad@bdplanningpartners.com
Office: (423)-702-8942
Cell: (423)-421-7654
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.
Insurance: TN, NC, OH
Securities: AL, CT, FL, GA, NC, NY, OH, PA, TN, WY
jeff@bdplanningpartners.com
Office: (423)-702-8962
Cell: (865)-607-9273
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.
Insurance: AL, GA, MA, OH, TN, FL, VA
Securities: AL, GA, OH, TN , KY, WY, VA
collin@bdplanningpartners.com
Office: (423)-702-8976
Cell: (423)-994-4289
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.
Insurance: TN
Securities: TN
will@bdplanningpartners.com
Office: (423)-702-8977
Cell: (423)-883-7127
I was born and raised in Ringgold, Georgia. I currently attend Dalton State College pursuing my Bachelors in Finance and Applied Economics. After College, I hope to continue my career here at BD Planning Partners and become a financial planner. In my free time, I enjoy working out, playing racquetball, and playing tennis.
jacob@bdplanningpartners.com
Office: (423)-541-9319
Cell: (423)-664-7720
I was born and raised in Ringgold, Georgia. I currently attend Dalton State College pursuing my Bachelors in Finance and Applied Economics. After College, I hope to continue my career here at BD Planning Partners and become a financial planner. In my free time, I enjoy working out, playing racquetball, and playing tennis.
jacob@bdplanningpartners.com
Office: (423)-541-9319
Cell: (423)-664-7720
I was born and raised in Ringgold, Georgia. I currently attend Dalton State College pursuing my Bachelors in Finance and Applied Economics. After College, I hope to continue my career here at BD Planning Partners and become a financial planner. In my free time, I enjoy working out, playing racquetball, and playing tennis.
jacob@bdplanningpartners.com
Office: (423)-541-9319
Cell: (423)-664-7720
Securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN. 37027 (615) 309-6300. BD Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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CRN202408-636104