Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of professionals can help you address:
- Tax planning strategies
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*Investment and financial services are offered by Jim Durham through his affiliation with Avantax Investment ServicesSM and Avantax Advisory Services SM
Jim Durham grew up in East Tennessee and attended East Tennessee State University. He received his CPA license in 1970. He has been in both public and private accounting, including serving as the Director of Finance for the Tennessee...
Jennifer has been with the firm since 2001. Her professional designations include CPA (Certified Public Accountant) and CFP® (Certified Financial Planner). Jennifer is a registered representative with HD Vest holding her Series 7...
