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Meet Our Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Chattanooga Office

Investment Solutions Group

Michael Lytle, CFA

Michael Lytle, CFA

Chief Investment Officer

Chase Woodruff

Chase Woodruff, CFA

Investment Analyst

Sarah Nilsen

Sarah Nilsen

Investment Analyst

Marcus Williams

Marcus Williams

Investment Consultant

Let's connect to discuss your financial goals.

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