Our Team

John is a Partner and Investment Advisor Representative. A native of West Virginia, he is a graduate of Bluefield State College and has more than 30 years experience in banking, trust administration and investment management. He obtained the Certified Financial Planner^® certification in 2002. John serves in an advisory role with the United Way of Kingsport’s finance committee and is an elder and active member of his church, Westminster Presbyterian.

Angie is a Partner and Investment Advisor Representative. She is a graduate of Tennessee Technological University and has more than 30 years experience in banking, investment management and marketing. She obtained the Chartered Retirement Planning Counselor^® certification in 2011. Angie is a graduate of Leadership Kingsport and Leadership Johnson City and has been involved in numerous community organizations through the years including serving on the boards of the Kingsport Area Chamber of Commerce, United Way of Kingsport and Second Harvest Food Bank of Northeast Tennessee. 

Barry is an Investment Advisor Representative. A native of Western North Carolina, he graduated summa cum laude from the University of Central Texas and has more than 25 years experience in investment management and financial planning. He obtained his Certified Financial Planner^® certification in 2001 and the Accredited Investment Fiduciary^® designation in 2007. Barry is a member and past president of the Kiwanis Club of Kingsport. He is also a graduate of Leadership Kingsport’s Encore program and serves as treasurer for the Netherland Inn/Exchange Place Association.

Pam is a Partner and Investment Advisor Representative and serves as the firm’s Chief Compliance Officer. A Bristol, Virginia native, Pam attended King College and graduated from Western Kentucky University. She has more than 30 years experience in banking and investment management. Pam is a graduate of Leadership Kingsport and a past president of the Rotary Club of Kingsport. She currently serves on the Rotary Club of Kingsport Board of Directors and the Rotary Club Foundation Board of Directors.