Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Gregory Taylor, CFP®
Partner | Wealth Advisor
Greg previously worked in both corporate finance/accounting and management and in public accounting. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA (non-practicing). He earned his B.B.A. in Accounting and an M.B.A. from...
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Natalie Wells
Partner | Wealth Advisor
Natalie is a native of Norton, Virginia. She relocated to Kingsport after graduating from the University of Virginia - Wise with B.A. degrees in Chemistry and Math. Natalie began her career in the financial services industry with J.C....
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Timothy Colvin
Partner | Wealth Advisor
Tim began his financial services career in 1996. He has earned the designation CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, and 65 registrations. Tim served in the 82nd Airborne Division of the U.S. Army and...
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Jeffery Bedford
Jeff is a life-long resident of Kingsport. After graduating from Dobyns-Bennett High School, he attended East Tennessee State University where he was a four-year letterman on the baseball team. He transferred to the University of...
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Andrew Medukas
Financial Advisor
Andrew is a Financial Advisor who joined the team in July 2011. He is responsible for the daily operations relating to the team and is involved in client service and account support. Andrew obtained a B.A. in History from the...
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Zach Colvin
Registered Client Service Associate
Zach began his career in the financial services industry in 2021 while interning with Center Street Wealth Management Group. After obtaining his securities license, Zach moved to Miami to work for Global X ETFs as an Investment...
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