Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.