195 West Pike Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
As a CFP® professional, I strive to serve my clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your stated goals. I engage with my clients in a fiduciary capacity, providing specialized, objective and independent advice, putting your needs and best interest first.My practice is geared towards how my clients measure peace of mind as business owners and families navigating the unique challenges, we face in our world today. I offer my clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, my services always align with your current priorities, including ongoing review and monitoring.For over a decade, I passionately seek out all investment personalities with confidence, expertise and insight. As part of your executive team, we will partner with your CPA's and attorneys to coordinate the components of your entire financial picture, making a positive impact on generations to come.Most notable accomplishments include the marriage to my beautiful wife Melanie of 15 years and the birth of my wonderful boys Samuel and Isaiah ages 6 and 4. Our hobbies include exploring the great outdoors as well as our appreciation for the arts, theater and music. We also enjoy a worship experience that adds great value to our lives.Community involvement is very important to me. I am a former board member of Hope for the Inner City an organization that focuses on economic empowerment for the inner-city in Chattanooga, TN. I’ve been involved in various non-profit organizations throughout Atlanta and Chattanooga such as The Urban League, Big Brothers Big Sisters and Operation Hope.Education and learning is high on my list of priorities. In 2009 I earned a Bachelors of Science in Organizational Management from Covenant College followed by a Master’s in Personal Financial Planning from Kansas State University in 2014. I achieved my CFP® designation in 2015 and continue to feed my appetite for learning through ongoing trainings, workshops and books.To discuss the unique needs of your situation contact me at firstname.lastname@example.org or call my office at 770-648-2348.
Operations Manager I Sr. Recruiting Manager - Wealth I Sr. Wealth Advisor I Financial Coach
As a Sr. Wealth Advisor with more than 14 years of financial services experience, over a decade of private office management, and more than five years of successfully recruiting and placing financial and accounting professionals; Mike joins Nvestfit as its Operations Manager where he will work closely with the President on strategic planning and tactical execution of key growth and recruiting initiatives to drive the firm’s “Grow slow to grow fast” mantra. Other key initiatives include branding, roll out of the firm’s ‘Financial Fitness’ coaching program, and leveraging Mike’s recent experience as a candidate for Hamilton County, TN District 5 Commissioner to advance community engagement efforts.
Mike has valued the idea of educating his clients on financial literacy and helping them grow in their understanding of wealth and financial security ever since he returned to the financial services industry in 2009. Reflecting on his years in the business, he says, “I discovered it fulfilled my personal need and desire to help people. With that, I feel like the profession chose me.”
An entrepreneur at heart, Mike relishes challenges that lead to personal and professional growth. In 2015, he founded an insurance and recruiting agency, and in the following year explored an opportunity with an international leader in recruiting to explore synergies and possible opportunities that exist between career progression and financial security. In 2022, Mike ran his first campaign as a candidate to represent his district on the Hamilton County, TN Commission where he placed runner-up. At Nvestfit, he will bring together all of his skills, experiences, instincts, and business acumen to provide clients comprehensive financial advice and help establish Nvestfit as a recognized leader in the financial services business.
Mike holds a Bachelor’s of Science in Business Management from Bethel University. He currently serves as the VP for the Chattanooga chapter of the National Association of Black Accountants, where they address the professional development and career progression needs of their members in order to build leaders in the business community. Mike also serves as a deacon at his church, Westside MBC. He and his wife, Chandra, have two daughters and live in Chattanooga, TN. While Mike has many interests, he spends most of his free time with his family and friends.
Executive Administrator, Project Coordinator
Kimberly comes to us with over 20 years of financial and operational business experience. Most recently, she served 12 years as a Client Associate at Ameriprise Financial. She is process driven within the field of operations management and all things social media related. In her spare time, Kimberly enjoys cooking, gardening, traveling and listening to music. Kimberly will be a welcomed addition to the team and we look forward to her contribution in enhancing our client care experience.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.