Broker Check


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.


Chuck Wagner

Financial Advisor

(423) 281-0885

(423) 638-9527

Chuck Wagner is a native of Richmond, Virginia. He earned his Bachelor and Master Degrees while attending Jacksonville State University in Jacksonville, Alabama. Chuck is married to Amy Wagner, a native of Greeneville and has lived...

Read more

Brian Broyles

Insurance Specialist

(423) 281-0885

(423) 638-5927

Brian handles the needs both individuals and business owners with life and health insurance products, including the Affordable Healthcare insurance products and all forms of Medicare Supplement Insurance. He was formerly with Aflac as...

Read more

Teresa Babb

Operations Associate

(423) 281-0885

(423) 638-9527