Clarisa began working wtih Northwestern Mutual as an associate financial representative for Tim Franklin, CFP in July 2006.  Clarisa graduated from UTC in 2007 with a degree in communications.  In April of 2010 I merged my practice with my partner, Tim Franklin, CFP and began working with Clarisa.  With experience in communications and marketing, Clarisa enjoys looking for ways to better serve our clients.

Clarisa’s focus is on helping me to prepare client presentations and service investment clients. She is licensed through Northwestern Mutual as an associate insurance agent and holds a producers license in TN for life, health, disability, and long term care sales. 

Clarisa currently works for me on a part time basis.  Her office hours are Monday-Thursday from 7:30am-2pm. 

Melissa returned to the Chattanooga area with her family and began her career with Northwestern Mutual in 2006 as an assistant to H.L. Hackney, CFP, CLU, one of our office’s most tenured financial advisors.  Melissa is an alumni of The Baylor School and holds a BS degree from GA Southern University.  Her prior experience and career in the hospitality industry as well as her experience with H.L. Hackney’s practice have allowed her to build enduring client relationships.

She is licensed through Northwestern Mutual as an associate insurance agent and holds a producers license in TN for life, health, disability, and long term care sales. 

Melissa joined teams with me and my business partner, Tim L. Franklin, CFP in April 2010.  Melissa was recognized by our Home office in July 2010 with the Commitment to Excellence Award for our network office.

Melissa and her family reside on Signal Mountain.  She is active as a member of the PTA board of Thrasher Elementary.

She oversees the operations for our practice.

Meredith began working with Northwestern Mutual in December 2010.  She graduated in May from Bryan College with a degree in Communications. 

She is licensed through Northwestern Mutual as an associate insurance agent and holds a producers license in TN for life, health, disability, and long term care sales.

Meredith’s primary focus is on handling new business applications, underwriting, and insurance service.  Meredith is actively working to obtain her licensing in investment services.