Our Team

Cheryl A. Hamilton, MBA

Cheryl provides financial planning for individuals, family and small businesses through risk management and diversification. Her primary goal is to work with clients and provide the necessary tools and solutions to meet their respective goals. Cheryl  has extensive experience in the securities industry where her primary responsibilities included   institutional trading. She has held various positions, including Partner and Managing Director, at different brokerage firms over a 35 year period.

A graduate of St. Norbert College in De Pere, Wisconsin, Cheryl received her MBA at the University of Phoenix, and completed her Financial Planning Certification through Boston University. She is a licensed insurance agent for life, health, disability, and long term care as well as, fixed and variable annuities. She holds several securities licenses, including the Series 7, 24, 63 and 65.

Cheryl is a native of Wisconsin who moved to Tennessee in 1987. She is married and has two children. Ashley recently graduated from UT-Chattanooga as an Art Major and her son, Richie, is an Airman in the Air Force.

Photo of team member

Jerry Moore, CIMA®


With over 20 years in the financial services industry, Jerry's focus is simple: Providing the information, analysis, and education necessary to help his clients make smarter decisions with their resources.  He is not focused on pushing financial products.

A native of Virginia, he completed his Bachelor of Science in Business Administration degree at Old Dominion University.

Advanced Education:

  • CERTIFIED FINANCIAL PLANNER ™ Professional:  The American College.
  • Certified Investment Management Analyst (CIMA®) designation: The Wharton School at the University of Pennsylvania in conjunction with the Investment Management Consultants Association.
  • Course instructor for the CERTIFIED FINANCIAL PLANNER ™ Certificate Program, Belmont University Center for Executive Education.

Professional activities: Financial Planning Association of Middle Tennessee. Past board member, President, and Chairman of the Board.

Non-professional activities: Participating and serving in various community and church related roles, some of which include providing basic financial literacy classes to those in need.

Brandon R. Walker, J.D.

Brandon has been helping clients with their financial planning and investments since 2006 with a concentration in the areas of wealth management, retirement plan management, and legacy planning.  Prior to entering the financial services industry, Brandon practiced law for sixteen years in both the corporate and private arenas; he continues to maintain a small practice in the areas of estate planning and administration.

Brandon received his law degree from Vanderbilt University and his undergraduate degree in political science from Tennessee Technological University. In addition to his professional interests, Brandon enjoys photography, hiking, and music of all varieties. He attributes his love for the outdoors to having been raised on a dairy farm in West Tennessee. He is an active member of his church where he participates in the music ministry and serves on various committees.

Brandon lives in Nashville with his wife, Marilyn.

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