Our Team

Jerry W. Goodman, CFP®
Managing Principal
Fundamental Choice Portfolio Manager
Phone # 865-415-2070
Fax #      865-415-2069


Jerry Goodman began his career as a financial consultant in 1982 and has also served as branch manager of the Knoxville office of Wachovia Securities, a predecessor firm of Wells Fargo Advisors.  In 1998, he completed coursework from the College of Financial Planning to become a CERTIFIED FINANCIAL PLANNER . To earn this certification a candidate must meet requirements involving education, experience and ethical standards, as well as successful completion of a comprehensive exam.

A graduate of the University of Tennessee with a degree in accounting, Jerry previously served on the professional staff of Price Waterhouse and as the Comptroller of Wendy’s of Knoxville. A native of Knoxville, he and his wife Kim have two daughters, Megan and Meredith, and two grandchildren, McKenna and Marinn.


Libby L. Underwood
Senior Registered Account Administrator
Ph # 865-415-2062

Libby is a Senior Registered Account Administrator and is responsible for client-related matters.  She began her career in the financial services industry in 1989 at Wheat First Securities in Bristol, Tennessee, a predecessor firm of Wells Fargo Advisors.  She has worked in all facets of operations with both financial advisors and management, and uses her extensive and wide-ranging background to both streamline the investor experience and address client inquiries.  Her primary goal is to provide a high level of personalized attention to each client.

Libby is originally from Bristol, Tennessee and is a graduate of King College.  She and her husband Ken Underwood, live in Knoxville and have two daughters, Mandi and Meghann, and two grandchildren, Cameron and Cooper.