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
Jeffery Bedford
Senior Financial AdvisorJeff has been a life-long resident of Kingsport. He graduated from the University of Tennessee in Knoxville with a B.S. in Business Administration with a focus in Accounting. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA (non-practicing). He began his financial services career in 1979. He holds the Series 7, 31, 63 and 65 registrations. Jeff is a member of the Kiwanis Club of Kingsport where he is also a past president for the organization. He has served on the board for several other local nonprofit organizations. Jeff resides in Kingsport with his wife, Barbara. They have three children, Cydnie, Sam and Will, and four grandchildren, Eli, Deacon, Lila, and Miller.
Timothy Colvin
Senior Financial AdvisorTim began his financial services career in 1996. He has earned the designation CERTIFIED FINANCIAL PLANNER™ 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. Jacob, their oldest son, graduated from East Tennessee State University's ROTC program in 2016 and currently serves in the U.S. Army as an infantry officer. Zach, their youngest son, is currently studying finance at East Tennessee State University.
Gregory Taylor
Senior Financial AdvisorGreg has worked in both corporate finance/accounting and management and in public accounting. He is a CERTIFIED FINANCIAL PLANNER™ practitioner 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.
Natalie Wells
Senior Financial AdvisorPIM Portfolio Manager
Natalie began her career in the financial services industry with J.C. Bradford & Co. in 1997. She 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. 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 and Ross N. Robinson Middle School PTSA. She currently serves on the Kingsport Beverage Board, Women’s Symphony Committee and active member of the Ross N. Robinson and 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. Andrew resides in Gate City, VA with his wife, Sarah, and their daughter and son, Emilyn and Drew.
Why Invest With Us
.jpg?width=378&height=198)
.jpg?width=287&height=161)
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.