TVAMP

Please join us in welcoming Mason McCroskey to TVAMP as a Service Advisor! Mason joins us with six years of experience from Dimensional Fund Advisors and Bank of America, bringing a strong background in investment management and client service. We're excited to have him on the team and look forward to the impact he'll make for our clients!

Please join us in welcoming Zane Johnson as our Director of Client Service! Zane brings 13 years of experience from Schwab and OppenheimerFunds, where he served in specialized leadership roles supporting both clients and advisors. As we continue to grow, we're happy to have him here to help enhance the exceptional client experience we're known for.

There’s a new face at TVAMP! Help us welcome Ryan Hoppie, CFP®, ChFC® to the team. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® with a heart for helping families feel more clear, prepared, and confident. He grew up in southern Utah near Zion National Park, but he now calls Knoxville home. Ryan loves to be with his family, tackle home projects, serve through his church, and read. We’re excited for you to get to know him. Welcome to TVAMP, Ryan!

TVAMP has been named to USA TODAY’s list of the Best Financial Advisory Firms for 2026! This recognition is based on both peer and client recommendations, along with firm growth, which makes it especially meaningful to our team. To us, financial planning is about helping people make informed decisions that align with their values and goals. This honor reflects the trust our clients place in us and the care our team brings to that responsibility every day. Grateful for the people who make this possible, and excited for what’s ahead.

We’ve seen how powerful it is when an advisor leans into the work they’re truly meant to do. For Richard Gardner, MBA, CFP®, ChSNC®, that meant stepping deeper into estate planning AND becoming a Chartered Special Needs Consultant (ChSNC®). Today, he’s helping families navigate some of life’s most complex and emotional financial decisions. It’s a great example of what can happen when you’re supported to grow in a direction that aligns with who you are and how you want to serve. This is what “Live Invested” looks like.

We’re excited to welcome Thomas Cook, CFP®, EA to TVAMP as a Shareholder and Director of Financial Education! Thomas founded his own firm, Retire to Tellico, in 2023 to serve the growing number of retirees in our region. In 2024, he was recognized by InvestmentNews as a top wealth advisor under 40. On his YouTube channel, Refine Your Plan, he has produced more than 60 educational videos, reached over 6,000 subscribers, and generated more than 380,000 views. Thomas began serving as a lecturer of personal finance at the University of Tennessee’s Haslam College of Business in the fall of 2023. This fall, he will join the university full-time to help design and lead its new CFP® program. By joining TVAMP, Thomas and his clients will now benefit from the depth, stability, and collaborative strength of our full-service team. Read more here: https://lnkd.in/ecAEACpQ

At TVAMP, we believe great financial planning isn’t just about spreadsheets and projections, it’s about understanding people. That’s why we’re excited to share that Andrew Hoffman, BFA™ has earned the Behavioral Financial Advisor™ (BFA™) designation! The Behavioral Financial Advisor™ (BFA™) designation is awarded by think2perform, an organization focused on applying behavioral science to help financial professionals guide clients through important decisions. This program gives advisors a better understanding of how emotions, habits, and behavioral biases can influence the financial decisions people make. Andrew says, “Financial decisions are rarely just about numbers. This training strengthened my ability to help clients make decisions that stay aligned with what matters most to them, regardless of market conditions or life circumstances.” Scott Fisher, CFP®, Founding Partner, Wealth Advisor, and fellow BFA™, echoed Andrew’s point, “Important financial decisions often arise because of big life moments—retirement, selling a business, market volatility, or family transitions. Behavioral finance training helps us guide clients through these phases with greater clarity and perspective.” Andrew’s continued pursuit of education strengthens the way we serve our clients and reflects our firm’s commitment to always getting better!

Meet our Intern, Grace! She's a student at University of Tennessee, Knoxville and pursuing the education requirements for CFP® certification. We love having interns throughout the year! #LiveInvested #TVAMP #FinancialPlanning #Intern #CFPPro Haslam College of Business at the University of Tennessee

Periods of geopolitical tension can make markets feel fragile. But uncertainty isn’t new. Over the decades, markets have navigated wars, recessions, inflation cycles, political shifts, and countless unexpected events. Yet long-term investors who stayed disciplined have historically been rewarded. According to J.P. Morgan research, a diversified "60/40" portfolio has not lost money over any rolling 5-, 10-, or 20-year period since 1950. That’s why financial planning focuses on time horizons, not headlines. Short-term volatility is normal. Long-term progress has been the norm. A well-designed portfolio isn’t built to avoid every dip — it’s built so temporary declines stay temporary. Read the full version with important disclosures on latest blog "Headlines are loud. History is louder." https://lnkd.in/eS3XEruG

We’re sharing the people behind TVAMP and the philosophies that shape how we serve. Meet Jeff Foster, CFP®, one of our founding partners. He believes in work-life harmony, not balance. Alignment > tension. Purpose > pressure. #LiveInvested