Greg began developing math-based solutions for his clients in the early 1990’s. Luken authored Retire With Confidence, Your Toolbox For Financial Independence, and has been published in Financial Advisor and Wealth Management Magazine. Greg is also a frequent guest on global financial networks such as Bloomberg, Fox Business News, CNBC’s PBS Nightly Business Report and others.

Carri began her career in 1997 after obtaining her bachelor’s degree from David Lipscomb University. She holds Series 7, 63, 24, 4, 53, 66, 55 securities registrations and has been actively involved with the National Society of Compliance Professionals committees since 2011. Carri is a Nashville native.​​​​

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Hannah holds a Business Administration degree from The University of North Georgia and is a Chartered Financial Consultant (ChFC®). She has over 15 years of experience and holds Life and Health Insurance and Series 65 licenses. ​​​

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Sarah provides financial planning and investment advisory support to our clients. She also builds and maintains client relationships by assisting with day-to-day client needs and meeting action items. Sarah has held positions at US Bank and Huntington Bank. She transitioned to financial planning and wealth management at Eileen Burkhart & Co, Sage Spring (formerly Southwestern Investment Group), and Kraft Asset Management.

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Bridget serves as the Client Service Manager. She consistently communicates with clients to understand their needs to provide tailored solutions. Bridget worked as a universal banker at USBank and served as a mortgage underwriter.

Jack serves as a Wealth Advisor Associate. Jack is a Nashville native and holds a degree from the University of South Carolina majoring in Finance and Real Estate. In 2024, he was awarded his Certified Financial Planner® certification. Jack has over 3 years of experience in the industry, holding Series 7 and 66 licenses. Jack previously worked as a financial advisor for Wells Fargo Advisors in Charlotte, NC.