About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Timothy Colvin
Senior Financial AdvisorTim began his financial services career in 1996. He has earned the designation CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 31, 63, and 65 registrations. Tim served in the 82nd Airborne Division of the U.S. Army and received an Honorable Discharge. He is a 1990 graduate of East Tennessee State University with a B.B.A. in General Management. Tim resides in Johnson City with his wife, Kim. They have two children, Jacob and Zach.
Gregory Taylor
Senior Financial AdvisorGreg has worked in both corporate finance/accounting and management and in public accounting. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA (non-practicing). He earned his B.B.A. in Accounting and an M.B.A. from East Tennessee State University. Greg is a past-president of the Boys and Girls Club of Greater Kingsport and currently serves on their Foundation Board. Greg resides in the Gray community and has five children, Jessica, Lena, Rayne, Kate, and Bobby.
Natalie Wells, PIM Portfolio Manager
Senior Financial AdvisorManaging Principal
Natalie is a native of Norton, Virginia. She relocated to Kingsport after graduating from the University of Virginia - Wise with B.A. degrees in Chemistry and Math. Natalie began her career in the financial services industry with J.C. Bradford & Co. in 1997. She holds the Series 7, 31, 66, 9 and 10 registrations. Natalie plays an active role in the community. She has served on the boards for Hope House, Small Miracles Therapeutic Horseback Riding, Junior League of Kingsport, RNR Middle School PTSA and RNR Band Parents Association. She currently serves on the Kingsport Beverage Board and is an active member of Dobyns-Bennett Band Boosters. Natalie resides in Kingsport with her daughter and son, Hunter and Ross.
Andrew Medukas
Financial AdvisorAndrew is a Financial Advisor who joined the team in July 2011. He is responsible for the daily operations relating to the team and is involved in client service and account support. Andrew obtained a B.A. in History from the University of Tennessee in 2006 and later obtained a B.B.A. in Finance from East Tennessee State University. He is a graduate of Dobyns-Bennett High School and holds the Series 7 and 66 registrations. He is an active member of the Rotary Club of Scott County. Andrew resides in Gate City, VA with his wife, Sarah, and their daughter and son, Emilyn and Drew.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.