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Continuum Planning Partners – About
When it comes to making financial decisions, creating a comprehensive financial plan helps you see your entire picture. We bring clarity to your complex financial situation, so it’s easier to make good decisions.
Your plan is a living, breathing document and should be changed and updated as your life, your goals, and our laws change. This helps you be prepared for life events like disability, long term care, divorce, business transitions, and retirement.
Every financial decision you make impacts another, which makes it complicated to make the best move for you.
Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We’ll show you the steps to meet your goals and help you execute them.
We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed. As your “financial offensive coordinator” we help align your plan, gain clarity, and see the big picture of your financial future.
Our advisors offer individualized planning to help improve our client’s complex financial situations, and specialize in coordinating with your existing advisors to identify gaps and opportunities in those financial silos–so everything is in one place.
Managing Partner Financial Planner
Andy has been a financial planner since 1999. He joined Capital Financial Group (CFG) in 2007 to spearhead the creation of the Financial Planning Department. In order to provide a higher level of planning to clients with more complex situations, he launched Continuum Planning Partners (CPP) in 2015. Andy graduated Magna Cum Laude from Lipscomb University in Nashville with majors in Finance, Economics and Accounting. Andy and is wife Jennifer live in Nashville, with their two dogs, where he enjoys golfing, traveling, and the booming culinary scene.
Managing Partner Insurance Specialist
Tim began his career in financial services in 1986, becoming Managing Partner for Capital Financial Group (CFG) in 1998. CFG has seen tremendous growth, specifically for clients requiring a higher level of planning for more complex situations. Tim launched and founded Continuum Planning Partners (CPP), a division of CFG in 2015. Married to Darlene, they have two children–Adam and Abby–and one grandchild. Tim enjoys the outdoors, spending time fly fishing, boating, and riding many of the motorcycles from his collection.
Sr. Planner, Planning Department
Chris began his practice in 2007 at Waddell & Reed and joined us in 2010. He is the Investment Specialist of the firm and specializes in comprehensive financial planning with focuses on investment planning, retirement income strategies, and estate planning. Chris is originally from
Conway, Arkansas. He has a degree in Physics from Hendrix College and did some graduate study in Molecular Biophysics at Vanderbilt University. Chris lives in Columbia, TN with his wife, Susan, and daughters, Emma and Lillie.
Sr. Planner, Planning Department
Bryan has been a financial planner since 2011. He works with each client to show how they can achieve their own financial security. Bryan grew up in Knoxville and attended The University of Tennessee, Knoxville, playing on the baseball team for two years and graduating magna cum laude from the College of Business with a concentration in Finance. Away from the office Bryan enjoys spending time with his wife, Hayley, and being outdoors either golfing, kayaking, playing sand volleyball, or simply working in the yard.
Personal Financial Analyst
Micah has been in the industry since graduating college in May of 2013, and is currently pursuing a CPA designation. He interned with Capital Financial Group during his Senior year of college in the Financial Planning Department, and has continued his career path as a personal financial analyst with Continuum Planning Partners. Micah graduated Cum Laude from Middle Tennessee State University with a B.B.A in Business Finance. Micah and his wife Jordan live in Murfreesboro with their 2 pets, Olive and Nia. He is an avid golfer and fisherman.
Certified Family Business Specialist
Both as a Certified Family Business Specialist and CERTIFIED FINANCIAL PLANNER™ professional, Tammy is passionate about helping families and business owners ensure that they have their backs covered. She has been in the financial services profession for over 20 years and was a tax accountant and Enrolled Agent (EA) with the IRS. Tammy is married to Kip. They have two daughters, Karlen and Brenna. In their spare time, Tammy and Kip enjoy biking, camping, and relaxing on the beach.
Continuum Planning Partners was formed by a group of 16 financial planning professionals who were previously in practice together at Capital Financial Group. Our focus is helping our clients reach their financial goals through a comprehensive financial planning process that is based on objective advice, not simply selling financial products. We have shown a commitment to providing top tier expertise to our clients by acquiring the following designations: AEP, CFA, CFBS, CFP®, ChFC, CLTC, CLU, LUTCF, MBA, and RICP.
We have offices in Brentwood, Chattanooga, Knoxville, and Memphis, Tennessee to serve our clients on a regional basis.
"What matters to us most is that we take pride in helping families, business owners, professionals and executives make informed decisions when it comes to being financially prepared for any event that life throws at you"
-R. Timothy Sinks, CLU, ChFC, Managing Partner
Category: Financial group