Jeff specializes in creating structured plans for TVFCU members who need retirement income to fund their lifestyle as they transition out of their careers. After spending 20 years as a financial advisor in large banking institutions, Jeff wanted to bring his retirement planning and investment management experience to a community-focused organization and joined TVIA in 2017. He has guided clients through the tech bubble and the great recession by keeping a long-term, prudent perspective. Jeff attended the University of Kentucky. He holds his Series 7, 24, 63 and 65 securities licenses with LPL Financial. Jeff loves to travel and spend time outdoors.
Jeff is available to meet with TVFCU Members by appointment at the following branches: Dayton, Highway 58, Hixson, Kimball, North Cleveland and South Cleveland.
Pamela specializes in helping Tennessee Valley Investment Advisors' clients align their priorities with their financial decisions. She loves to help clients craft a plan – for retirement, college or everyday savings and cash flow – and provide the support needed to see it through.
She began her financial services career in 2000 with Calvert Investments, a global leader in Sustainable and Responsible Investment Management. Over the 12 years she spent with Calvert, her most rewarding were as Regional Vice President, managing operations and distribution in the Pacific Northwest. Pamela also worked for a financial planning firm before moving to the Chattanooga area to be closer to family in 2016. She joined TVIA the following year. She graduated from Catholic University of America in Washington, DC and holds her Series 6,7,63 and 66 through LPL Financial.
Pamela is a board member of the Mountain Education Foundation, serves as a Catechist at St. Augustine Catholic Church and serves on the investment committee at the Chattanooga Christian School. She lives in the Chattanooga area with her husband and three sons.
She is available to meet TVFCU Members by appointment at the following branches: City Center, Eastgate, Hamilton Place and Ooltewah.
Ryan specializes in helping TVFCU members manage personal and corporate wealth. He incorporates holistic planning and creates strategies to prepare for a variety of market scenarios and manage risk. Ryan has a wide range of experience with Retirement Accounts, 401k Plans, Stock Equity Plans, Financial Planning, and Estate Planning.
Ryan was born and raised in Dalton, Georgia and attended Dalton State College where he earned four degrees. During this time, Ryan was enlisted in the United States Marine Corps Reserve. In 2014, Ryan joined Merrill Lynch as a financial advisor in Atlanta, Georgia. He later transitioned to Wells Fargo where he was the Regional Private Banker for Greater Chattanooga and Northwest Georgia. He currently holds his FINRA Series 7 and 66 licenses. Ryan enjoys the outdoors, keeping up his wife and young daughter, and spending time with his bloodhound, Buddy.
Ryan has volunteered for Toys for Tots, Habitat for Humanity, and is a supporter of the Georgia Natural Resources Foundation. Ryan is available to meet with TVFCU Members by appointment at the following branches: Chickamauga, Fort Oglethorpe, and Ringgold. Please call 423-634-5212 to setup an appointment.
Debbie can identify with nearly every client. She is an individual contributing to a 401(k) retirement plan, a grandparent establishing a 529 college savings plan and the executor of an estate account. She works closely with our existing clients by providing helpful reminders and timely guidance. Debbie is located at TVFCU’s Ooltewah branch. Debbie lives in Harrison with her husband, Roger and has three grown sons and two beautiful grandchildren.
Kristie works with clients to establish accounts and transition to Tennessee Valley Investment Advisors. She has seven years of experience with TVFCU, most recently as a mortgage processor. Kristie excels in her position because of her diligent attention to detail and her client-centric attitude. She is a North Georgia native and a graduate of Berry College. She holds her life insurance license for the State of Georgia. She lives in Fort Oglethorpe, GA with her husband Julian and energetic german shepherd, Hailey.