Our Team

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

Email - JERRY.GOODMAN@WFAFINET.com

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
Email - LIBBY.UNDERWOOD@WFAFINET.COM

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.

 

Courtney M. Hilliard
Client Associate
Ph # 865-415-2065
Email - Courtney.Hilliard@WFAFiNet.com

Courtney is a graduate from the University of Tennessee - Knoxville with a B.S. from the college of communications.  She also holds a Masters of Arts in Health Communications from UNC Charlotte.  Her background as a communications specialist and organizational liaison makes her uniquely qualified to help facilitate you working with our team to get your estate planning documents in order.  

Wells Fargo Advisors Financial Network is not a legal or tax advisor.