LEADING EDGE FINANCIAL PLANNINGWe help clients and businesses build and protect wealth
Help clients and businesses build and protect wealth in order to achieve their dreams and goals. Additionally, bring financial peace of mind and prosperity to clients with competent, professional leadership and education.
Our Leading Edge Service
We are passionate about developing lasting, authentic relationships that are built on a foundation of trust. Our clients know the information and advice they receive is in their best interest and is not tainted by outside sources.
We strive to be leaders in the financial industry. We deliver leading edge service to our clients that is based on a high level of competency and professionalism.
We are very fortunate to be able to take the knowledge and experiences we have accumulated over the years and use it to help demystify the financial markets and help families achieve personal financial freedom and prosperity.
We serve you, wherever you are. Our clients live all across the nation.
Meet the Financial Planners
Originally from Louisville, Kentucky, Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot.
While serving in the Air Force Charlie shared his passion for personal financial planning by administering Dave Ramsey’s Financial Peace University to his fellow military service men and women. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012.
Charlie’s joy in life is to truly understand each client’s unique situation and their family’s goals and dreams for the future. His goal is to take the worry out of personal finance. He works hard to be worthy of his clients’ trust, providing absolute transparency, a high level of integrity and objective advice. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.
Charlie enjoys watching his three girls grow up, (much too fast), spending quality time with his wife Leisa, reading, and taking care of the horse farm with any time left over. Charlie is also currently an airline pilot for Southwest Airlines.
CFP®, CPA, PFS
Kevin specializes in working with high-income earners who need assistance in managing company incentive plans, maximizing their investments, and minimizing taxes. He also specializes in cash flow planning for pre-retirees and retirees, and helping them make planning decisions regarding their Social Security benefits.
Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Personal Financial Specialist (PFS) professional designations. Kevin is an active Certified Public Accountant (CPA) in the state of Tennessee.
In addition to Leading Edge Financial Planning, Kevin was an Adjunct Professor and taught a Personal Finance class at Maryville College for the J term in January, 2016 and January, 2017. Teaching financial concepts and helping younger people get off to a great financial start is something Kevin enjoys!
Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and is a Board member on the East Tennessee Financial Planning Association (FPA).
He graduated with a Bachelor of Science Degree in Business with an emphasis in Finance from Susquehanna University in Pennsylvania. He was a four-year letter winner in football, played club Rugby, and was a member of Lambda Chi Alpha Fraternity. He received his Master of Science in Accounting (MaaC) with a focus on public accounting in 2012 from Strayer University. Prior to working in financial planning, Kevin spent 18 years in Pharmaceutical Sales, Training and Management.
Kevin lives in Knoxville with his wife, Jade, and their two sons.
Financial Client Service Specialist
CFP®, BSBA (Econ)
Ben is a recent graduate from the University of Tennessee in Business Administration with a focus in Economics. After working in staffing managed services for technology and finance firms in Charlotte, North Carolina, Ben has returned to the Knoxville area to pursue a career in the Financial Services industry. Ben is passionate about providing excellent client service and expanding Leading Edge Financial Planning’s client service offerings.
Ben is currently pursuing a certification to be an Investment Adviser representative. In his time away from finance, Ben enjoys spending time with friends and family, watching the Tennessee Vols games, traveling, and playing golf.
Chief Operating Officer
BSBA (Human Resources & Marketing)
Lisa is the motivating force behind our business operations. She is responsible for keeping us on track and providing comprehensive business support to Leading Edge Financial Planning.
Lisa graduated from the University of Colorado with a Bachelors Degree in Business Management and Marketing. She has worked as a human resources generalist, marketing associate and project manager for many years before coming to Leading Edge. Lisa is an organization zealot and never saw a spreadsheet she didn’t love!
Originally from Colorado, Lisa has lived all across the country as the wife of a Marine Corps pilot. Her husband is now retired from the military and works for the airlines. They have established their home in Wisconsin where they live with their two children and a loveable, Fox Red Labrador Retriever and a slightly less-lovable tortoiseshell cat. When not behind the computer you can find Lisa hiking, gardening, reading and cheering from the sidelines at her children’s sporting events.
Chief Investment Officer
Originally from Annandale, VA (just outside Washington, D.C.), Jason earned his Bachelor of Science degree in Civil Engineering from the University of Tennessee. Jason was an Army ROTC scholarship cadet at UT and was commissioned as a Second Lieutenant upon graduation. After completing the Engineer Officer Basic Course at Ft Leonard Wood, MO, he joined the Army Reserve and obtained his Master of Science degree in Civil Engineering from Virginia Tech and began work as a consulting engineer.
During this time, Jason developed a passion for flying, earning his Private Pilot license in 1994. He later decided to leave his engineering career, and in 1999, Jason applied for a branch transfer. He joined the Air Force Reserve where he went to Air Force Pilot Training and flew the C-5 Galaxy and other aircraft. He retired as a Lt Col in 2018 after 25 years of total service.
During his time in the military, Jason developed a strong interest in the financial markets and financial planning, in particular. He completed the Certified Financial Planner certification program at Rice University in Houston, TX in 2012 while on active duty orders. After completion of his orders in 2013, he moved to TN and worked as a financial advisor at a large brokerage firm and earned his CFP designation in 2016. He later left that firm as he wanted to work with an organization where he could be a true fiduciary. Jason found that opportunity with Leading Edge Financial Planning.
Jason lives in Wears Valley with his wife, Jill, and their 2 children, where they try to spend as much time outdoors as possible. They own a Beech Debonair which he uses for personal travel and animal rescue flights. Jason is also currently a pilot for NetJets.
is too important to be
left to chance.
We strongly believe clients with a Financial Plan will do better than those who fail to plan.
We help our clients articulate goals in such a way that they become measurable and thereby achievable.
We believe client goals and circumstances determine the investment and financial plan.
By controlling the things that we can control we help lead our clients to a successful and fulfilling retirement:
- Minimize investment costs.
- Avoid behavioral investment biases.
- Minimize effects of taxes on investments.
- Asset allocation and diversification drive portfolio return.
- We cannot profitably time the markets over the long term.
- Short-term information should not affect client’s long-term plan.