Securities and investment advisory services offered through Geneos Wealth Management, Inc. member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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306 Prosperity Drive Suites 101 & 103
Knoxville, TN 37923
United States

First Name
Liz Van
Last Name
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.