Our Team

Helping you achieve the extraordinary.

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

John W. Wilkes IV, MBA


Kyle J. Griffin, CFP®

Managing Partner

Michelle L. Palmer, FPQP®

Branch Administrator

Lauren T. Goss

Client Associate

Administrative Assistant

It starts with a meaningful conversation.

Contact us to learn more about our team and how we can guide you in your next life stages.
Knoxville bridge at dusk