Ali Swofford | President | Prosperity Partners Wealth Management

Ali Swofford

PhD, CLU, ChFC

President

Wesley | Senior Partner | Prosperity Partners Wealth Management

Wesley N. Price

CFP®

Senior Partner

Craig | Senior Partner | Prosperity Partners Wealth Management

Craig Hammer

RICP®

Senior Partner

Andrea Carpenter | Advisor | Prosperity Partners Wealth Management

Andrea Carpenter

ChFC, CLU

Financial Advisor

Anthony Bartl | Director | Prosperity Partners Wealth Management

Anthony Bartl

Director of Operations

Lynn Smith | Director | Prosperity Partners Wealth Management

Lynn Smith

Director of Client Relations

Liz Van Pelt | Assistant | Prosperity Partners Wealth Management

Liz Van Pelt

Administrative Assistant

 

 


Ali Swofford PhD, CLU, ChFC

President
865.690.0049

Ali Swofford is the President of Prosperity Partners Wealth Management, LLC and shares over 35 years of financial wisdom and experience with her retirement planning, and wealth management clients.  She focuses on turning retirement confusion into retirement clarity both for native Tennesseans and those choosing to move and retire in Tennessee.

Described by her clients as a great communicator, excellent teacher, and trusted advisor that always goes the extra mile to make sure their wants, needs and dreams are heard, understood and planned for.

Ali believes addressing risks such as lack of preparation for market downturns, not maximizing social security, and failing to plan for longevity or extended health care needs are just as important as asset allocation and wealth management.

Success in academia, administration, and business preceded Swofford’s entrance into the planning and wealth advisory field.  As a professor, coach, women’s athletic director and business owner, Ali developed her philosophy of empowering others through knowledge and commitment to their vision of what defines a meaningful life.

Her passport is full of world-wide travel stamps.  She is an international speaker, best-selling author, served and chaired numerous professional and charitable boards with a day named in her honor for philanthropy.

Spending time at the lake enjoying family friends, her dog, Eli, and cat Jessie rejuvenates Ali’s spirit and inspires her gratitude.

Professional Degrees, Credentials & Honors

  • PhD & MA by age 23 University of Southern California
  • BS with Honors Oregon State University
  • Chartered Financial Consultant The American College of Financial Services
  • Chartered Life Underwriter The American College of Financial Services
  • Trustee of the MDRT Foundation
  • Past President of the Knoxville Estate Planning Council
  • Past President of the Knoxville Chapter, Society of Financial Service Professionals
  • June 14th named Ali Swofford Day- State, County, City for Philanthropy

    Wesley N. Price CFP®

    Senior Partner
    865-523-9009

    Wesley N. Price, CFP® is a Senior Partner with Prosperity Partners Wealth Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional with over 27 years of financial planning and investment experience. He started his own firm in 1992 with the objective of providing independent, reliable, quality service to each of his clients.

    Wes specializes in helping clients make smart decisions that will enhance their financial independence and quality of life, now and in the future. He loves helping clients plan for and enjoy a flourishing retirement—the happiest, most fulfilling years of their lives.

    As a family man, business owner, and professional, Wes understands first-hand the concerns you have about financial security. He is passionate about empowering his clients with wisdom, confidence, and a plan to help meet their retirement goals.

    Wes builds relationships, and relationships are based on trust. Born and raised in East Tennessee, he holds a Bachelor's Degree from the University of Tennessee. He and his wife, Angie, are raising their two sons with the same values they grew up with: integrity, family, faith, and honest hard work. Preston and Hamilton are successful college students, and along with their father, enjoy hunting, shotgun sports, football, and golf.

    Wesley | Senior Partner | Prosperity Partners Wealth Management

    Wes is an active member of the Rotary Club of Knoxville, the Knoxville Estate Planning Council, and donates his time and efforts to several local charities and church activities.

    Professional Degrees, Credentials & Honors

    • B.A. University of Tennessee, Knoxville
    • A.A.S. Jefferson State College, Birmingham, AL
    • College for Financial Planning, Denver, CO
    • Certified Financial Planner® (CFP®) Professional

      Craig Hammer RICP®

      Senior Partner
      865-690-0049

      Craig Hammer is a Senior Partner with Prosperity Partners Wealth Management, LLC.  He began his career as an investment advisor representative in 2006 with a large national Broker/Dealer before becoming an independent investment representative in 2013 when he joined Swofford Financial (now Prosperity Partners Wealth Management).  As someone who enjoys serving others, Craig finds great satisfaction in helping others visualize the retirement of their dreams.  He also plays a key role in developing, integrating, and maintaining our client’s retirement strategy, which includes the firm’s model portfolios.

      Craig is a lifelong resident of East Tennessee and a graduate of the University of Tennessee, Knoxville. He has been married to Lisa since 1996. They have one daughter, Kayla, who attends the University of Tennessee, Knoxville. When not at Prosperity Partners, he likes exploring new cultures both domestically and internationally.  Attending live concerts or sporting events and playing golf are other activities he enjoys.   He is an active member of his church and has participated in several lay leadership roles including being an ordained deacon and serving on a Senior Pastor Search Committee.

      Craig | Senior Partner | Prosperity Partners Wealth Management

      Professional Degrees, Credentials & Honors

      • Retirement Income Certified Professional, RICP ®
      • BS with honors Business Administration, University of Tennessee, Knoxville

      Andrea Carpenter ChFC, CLU

      Financial Advisor
      865-690-0049

      Andrea Carpenter is a Financial Advisor with Prosperity Partners Wealth Management, LLC. Although new to Prosperity Partners, many of us here have known and had opportunity to work with Andrea since the beginning of her career.  Andrea has been in the financial industry over 25 years and during that time has worked with clients from a variety of industries, including small Business Owners, Teachers and Engineers. Over the years, Andrea has worked with not only clients, but other advisors in financial plan design and training.

      With all the twists and turns one can experience in their financial lives, Andrea utilizes her diverse business acumen and financial credentials in helping clients plan for the financial challenges ahead. She works in navigating those paths by focusing on educating clients to their options and opportunities in building a plan to walk through various life stages on their financial journey.

      A lifelong East Tennessee native, Andrea graduated from Maryville College with a degree in Management where she met her spouse Joel. They have two children, Madalyn, also an MC grad and Joshua, a recent graduate of the University of Tennessee.  Andrea is the former board president of a local nonprofit, Kingdom Design Ministries and is an active supporter of her church.

      Andrea Carpenter | Advisor | Prosperity Partners Wealth Management

      Professional Degrees, Credentials & Honors

      • BA -Management, Maryville College
      • Finra Series 7,24, 63,65
      • Professional Designation: American College, Bryn Mawr, PA
      • ChFC -Chartered Financial Consultant, CLU-Chartered Life Underwriter

      Anthony Bartl

      Director of Operations
      865-690-0049

      Anthony Bartl originally joined Swofford Financial (Now Prosperity Partners) in May of 2008 and is pleased to serve as Director of Operations. He is responsible for the day-to-day operations of the office and ensuring that we are working as efficiently and effectively as possible to serve our clients' needs.

      In addition to reviewing and evaluating the firm's processes and procedures, Anthony is also responsible for preparing information for client review meetings, managing our company goals, tracking revenue and expenses, and ensuring we comply with the industry's rules and regulations. He also assists with client service needs and new business preparation as necessary.

      One unique trait Anthony brings to our company is his desire to always be learning something new or improving the way we do something. This allows us to continually enhance the services we offer to our clients and develop those strong relationships over time.

      In his downtime, Anthony is an avid fan of the TV show The Office and can quote most of the episodes. He enjoys continuing his personal development by reading, particularly books related to Productivity, Business Process Management, and Self-Improvement. He has also recently begun studying computer programming and hopes to one day develop his own software or application to assist with his job duties. His next major life goals are to purchase a home and travel to Sweden and see the Northern Lights.

      Anthony Bartl | Director | Prosperity Partners Wealth Management

      Professional Degrees, Credentials & Honors

      • Finra Series 6 and 63
      • Life and Health Licensed in the State of Tennessee
         

      Lynn Smith

      Director of Client Relations
      865-690-0049

      Lynn Smith has over 20 years of progressively responsible experience directing client service and retirement planning operations in the financial planning and investment industry. She has served as Wes' Executive Assistant and Director of Client Services since 1999 and has served in the financial industry since 1992. Lynn manages the day-to-day operations of the firm using her strong knowledge of both client relationship management and resource allocation, she is dedicated to delivering service excellence and increased client satisfaction and confidence.

      Born and raised in Knoxville, Lynn and her husband, Bill live with their daughter Erica, and their beloved boxer Zoe. In her free time, she is an avid reader and enjoys spending time on the lake with her family. Her love for people is what brought her to the financial services industry.

      Lynn Smith | Director | Prosperity Partners Wealth Management

       "I enjoy helping people and sharing my knowledge in a way that can enhance their retirement experience."

      Professional Degrees, Credentials & Honors

      • Finra Series 6 and 63
      • Life and Health Licensed in the State of Tennessee
         

      Liz Van Pelt

      Administrative Assistant
      865-690-0049

      Liz is an administrative assistant for Prosperity Partners Wealth Management, LLC.  In this position, Liz serves as the primary contact for client scheduling and provides technical and logistical support for multiple projects, meetings, seminars and workshops.

      An Ohio native, Liz and her husband, Josh, moved to Knoxville in 2009.  They have 3 sons- Mikel, Braylan and Ashton who keep her busy with year round sports and laundry. Liz loves to go on adventures with her family outdoors and enjoys camping, hiking, kayaking and skiing. 

      Liz Van Pelt | Assistant | Prosperity Partners Wealth Management

      Professional Degrees, Credentials & Honors

      • Masters in Business Administration from Mount Vernon Nazarene University
      • B.A. in Marketing from Mount Vernon Nazarene University

       

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