Whether saving for college or retirement, navigating a major life event or starting your own business, there are many different reasons to turn to a financial advisor. Fortunately, the Chattanooga area is home to a number of professionals who are using their knowledge and expertise to help their clients achieve their financial goals. Get to know them here.
Your Trusted Business Advisor
What is your mission statement?
To deliver exceptional professional services and solutions with the focus on the needs of our team, the community, and the clients we serve.
What type of individuals or businesses do you serve?
We serve nonprofits, contractors, hospitals, and any individuals or businesses.
What is your best advice for someone looking for a financial advisor/CPA?
Find someone who will be your trusted advisor all year long, not just once a year.
What accolades mean the most to your practice?
Our reputation in the community.
What do you think the key is to making a great first impression with a potential client?
Serving your clients well and creating an amazing culture for your people.
What values lead your practice?
Ethical behavior, a team first atmosphere, shared success, hearts that serve, empowerment, and advisory.
(Left to Right) Back: Kelvin Bishop, Partner, CPA; Derek Young, Partner, CPA; Tommy Arrendale, Partner, CPA; Front: Holly Saunders, Partner, CPA; Sherri Anderson, Partner, CPA
RECOGNITIONS:
2022 BBB Torch Award for Ethics Winner
2023 Finalist for Best Of The Best Accountant in Chattanooga
2023 Top 500 IPA Firm
2024 Finalist for Best Of The Best Accountant in Chattanooga
2024 Top 500 IPA Firm
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