Jim has been in the financial planning industry for over 30 years advising clients concerning their personal financial plans, estate and generational wealth transfer plans, corporate benefit and retirement plans, and charitable giving strategies. Jim takes great joy in helping his clients establish comprehensive financial plans and encouraging them to be the best stewards of the resources that God has entrusted to them.  Jim's passion for helping his clients stems from his experience helping his mom deal with her financial situation after the premature death of his father while Jim was in college. Jim grew up in Memphis and moved to Knoxville in 1983 to attend the University of Tennessee to be a manager for the Vols basketball team. While attending UT he met his wonderful wife, Karen, and he also received his degree in Political Science with a minor in Business. They have been blessed with eight children who have kept them busy with homeschooling, fun and interesting field trips, coaching their sports teams, and participating in outdoor activities such as hiking, camping, backpacking, and canoeing. They are actively involved in serving their church, Westpark Baptist. Jim has served on the boards of Hope Resource Center, The Baptist Collegiate Ministries, and The Foundation of Missions. He is currently the Board Chair for Trail Life USA-Troop179 where he actively teaches and trains the young men in the troop, along with his two youngest sons.

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, KY, LA, MD, MS, NC, NE, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV

Dusty has been an advisor for over 15 years, concentrating on comprehensive financial planning, specifically retirement income planning, intergenerational estate and charitable planning, and investment portfolio design and monitoring.  Dusty firmly believes that a comprehensive financial plan accompanied by proper perspective and perseverance is a solid recipe that allows finances to be a blessing instead of a burden.  He has a real passion for helping his clients set and accomplish goals and receives great joy in helping his clients experience true financial contentment by being good stewards of the financial resources they have been blessed with. Dusty has been a "Vol" all of his life, growing up in Knoxville and graduating from the University of Tennessee with a degree in Finance.  He was a 4 year Letterman on the Vols baseball team as a left handed pitcher. But without a doubt, the best thing that happened to him during his time at UT was meeting his unbelievable wife Andrea.  Dusty and Andrea, along with their son Jax and daughters Avery and Blaire, currently reside in West Knoxville and are members of Fellowship Church. Dusty enjoys doing anything with his family, but particularly enjoys fishing, hunting, hiking, coaching youth sports, learning to build things, and doing overseas mission work in Central and South America with E3 Partners Ministry.

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IL, KY, LA, MD, MS, NC, NE, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV

Debbie has over 35 years of experience in the financial services industry.  Born in Ohio and raised in Tampa, Florida, Debbie eventually found her way to Tennessee in her early 20’s.  After a few years in real estate property management, she found her true home in the financial services industry.  She loves getting to know clients and taking care of them. Debbie gets things done behind the scenes, serving as team lead on administrative operations.  Debbie and husband Eddie currently reside in the Powell area, and they have a wonderful son named Nick who is married to Kendal.  Debbie loves spending time at the family farm, dancing at her Zumba classes, conversing with her mom and sister about The Voice, and putting her Italian heritage on display by making a mean homemade lasagna.  She would do absolutely anything for her “granddogs”, Harper and Howie.

Registered States:
FL, TN

Emily joined UBS in 2018 and became a Registered Client Service Associate for The Darlington Johnson Group in 2020. She graduated from Union University in Jackson, TN in 2012 with a Communication Arts degree which aided her passion for interpersonal communication and attention to detail. She loves working with Jim, Dusty, and Debbie, and serves the team as administrative contact on various areas of the client experience including on-boarding, Online Services, customized tax documentation delivery, and notary among other things.  Emily was born in South Dakota and raised in Nebraska. Her dad is a retired Pastor and her mom is a Certified Diabetes Educator. Undoubtedly, she learned the importance of loving and caring for people through her time in the church alongside her parents' example. She misses her family, but her wonderful husband Cameron, and tightly-knit church community make up for the distance. Emily is a Certified Yoga Instructor; she loves hiking, biking, acting with The WordPlayers, and playing board games with her husband and friends.

Registered States:
TN