The Goodman/Hubbard Team
Visit The Organized Investor
Click below to learn more about organizing your Investments, Retirement and Affairs. You'll find the following and much more on this educational platform...
- The team's track record
- A mini video workshop
- The workshop reservation page for upcoming live events
- Info. about the FREE Trust & Will estate planning document offer
- The ability to upload/send statements & other documents securely
- Many helpful resources, articles, and videos
The Organized Investor Workshop
Join the TN Wealth Management Team for an informative workshop to learn more about how to organize your Investments, Retirement and Affairs. These events are held once a month at Chesapeake's on Parkside Drive in Knoxville, TN at 6 pm. Seating is limited, so reservations are required. Click the link below to view the dates of our upcoming events and reserve your spot today!
The Organized Investor Show
Listen today to learn more about how you can organized your Investments, Retirement and Affairs! The TN Wealth Management team covers many important topics that will assist you with navigating questions like how are my investments comparing to alternatives, should I use a trust or a will, what am I paying for my investments to be managed by my current advisor and are there hidden fees and costs that I'm not aware of? These are just a few examples of things covered on the show that are real life scenarios that you are probably facing and may need to know more about. Click below to begin listening now!
Goodman & Hubbard²
Jerry Goodman, CFP®
Managing Principal
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...
Jared Hubbard, CPA
Financial Advisor
Jared Hubbard is a Financial Advisor for TN Wealth Management, as well as a practicing Certified Public Accountant. In his current role with TN Wealth Management, he assists clients with needs related to account management, as...
Megan Hubbard
Client Relations Manager
865-415-2065
Megan Hubbard is a Client Relations Manager for TN Wealth Management, assisting clients with needs related to general account management and portfolio planning. She began her financial career in 2002, working for Wachovia Securities...
Amber DeLong
Operations Manager
Heather Hensley
Client Service Manager